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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 | $20,803 | $58,241-64.3% | $81,780-74.6% | $80,911-74.3% |
| Participation rate | 0.0% | 63.4%-63.4pp | 72.4%-72.4pp | 67.6%-67.6pp |
| Annual return | 12.58% | 41.73%-29.1pp | 776.27%-763.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $1,057 | $2,343-54.9% | $2,914-63.7% | $2,756-61.7% |
| Participant deferral / active EE | $3,018 | $3,283-8.1% | $4,321-30.1% | $4,297-29.8% |
| Admin fee / account holder | $2,481 | $4,973-50.1% | $7,384-66.4% | $6,935-64.2% |