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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 | $60,282 | $78,694-23.4% | $67,652-10.9% | $125,389-51.9% |
| Participation rate | 0.0% | 78.8%-78.8pp | 75.7%-75.7pp | 83.2%-83.2pp |
| Annual return | 3.66% | 9.46%-5.8pp | 6625.40%-6621.7pp | 282.24%-278.6pp |
| Employer contribution / active EE | $4,601 | $3,044+51.2% | $2,266+103.1% | $4,866-5.4% |
| Participant deferral / active EE | $6,289 | $4,292+46.5% | $3,560+76.7% | $5,352+17.5% |
| Admin fee / account holder | $4,216 | $7,403-43.1% | $4,821-12.6% | $9,541-55.8% |