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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 | $37,387 | $69,518-46.2% | $59,883-37.6% | $135,382-72.4% |
| Participation rate | 0.0% | 77.8%-77.8pp | 74.7%-74.7pp | 82.6%-82.6pp |
| Annual return | 7.75% | 7.95%-0.2pp | 3.46%+4.3pp | 519.77%-512.0pp |
| Employer contribution / active EE | $1,559 | $3,235-51.8% | $2,722-42.7% | $4,779-67.4% |
| Participant deferral / active EE | $3,437 | $4,204-18.3% | $3,402+1.0% | $5,609-38.7% |
| Admin fee / account holder | $420 | $5,734-92.7% | $3,591-88.3% | $10,829-96.1% |