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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 | $86,759 | $99,345-12.7% | $84,753+2.4% | $273,972-68.3% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 6.17% | 22.93%-16.8pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,413 | $4,270-43.5% | $3,712-35.0% | $5,287-54.4% |
| Admin fee / account holder | $2,943 | $6,645-55.7% | $5,333-44.8% | $10,133-71.0% |