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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,443 | $53,128-38.9% | $86,582-62.5% | $70,126-53.7% |
| Participation rate | 0.0% | 65.3%-65.3pp | 73.5%-73.5pp | 69.5%-69.5pp |
| Annual return | 18.20% | 27.66%-9.5pp | 965.08%-946.9pp | 73.15%-54.9pp |
| Employer contribution / active EE | $349 | $2,068-83.1% | $2,839-87.7% | $2,343-85.1% |
| Participant deferral / active EE | $2,916 | $2,695+8.2% | $3,609-19.2% | $3,332-12.5% |
| Admin fee / account holder | $939 | $3,584-73.8% | $4,904-80.9% | $4,645-79.8% |