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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 | $21,681 | $45,050-51.9% | $63,018-65.6% | $70,126-69.1% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 11.37% | 18.76%-7.4pp | 87.62%-76.2pp | 73.15%-61.8pp |
| Employer contribution / active EE | $836 | $2,052-59.3% | $2,761-69.7% | $2,343-64.3% |
| Participant deferral / active EE | $2,619 | $2,466+6.2% | $3,330-21.3% | $3,332-21.4% |
| Admin fee / account holder | $2,454 | $2,834-13.4% | $3,601-31.8% | $4,645-47.2% |