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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 | $75,059 | $114,013-34.2% | $103,693-27.6% | $155,188-51.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 80.8%-80.8pp |
| Annual return | 11.25% | 49.31%-38.1pp | 47.61%-36.4pp | 148.84%-137.6pp |
| Employer contribution / active EE | $4,436 | $3,131+41.7% | $2,920+51.9% | $4,248+4.4% |
| Participant deferral / active EE | $13,685 | $4,970+175.4% | $4,579+198.9% | $6,531+109.5% |
| Admin fee / account holder | $904 | $8,407-89.3% | $7,858-88.5% | $14,480-93.8% |