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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 | $72,636 | $112,729-35.6% | $98,716-26.4% | $137,256-47.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.3%-69.3pp | 80.0%-80.0pp |
| Annual return | 13.69% | 38.48%-24.8pp | 31.81%-18.1pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,780 | $2,725+2.0% | $2,279+22.0% | $4,156-33.1% |
| Participant deferral / active EE | $3,893 | $4,640-16.1% | $4,048-3.8% | $6,407-39.2% |
| Admin fee / account holder | $3,197 | $10,129-68.4% | $8,703-63.3% | $12,270-73.9% |