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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 | $58,275-64.3% | $81,844-74.6% | $80,935-74.3% |
| Participation rate | 0.0% | 63.5%-63.5pp | 72.4%-72.4pp | 67.7%-67.7pp |
| Annual return | 12.58% | 41.82%-29.2pp | 778.87%-766.3pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,057 | $2,346-55.0% | $2,916-63.8% | $2,757-61.7% |
| Participant deferral / active EE | $3,018 | $3,285-8.1% | $4,323-30.2% | $4,299-29.8% |
| Admin fee / account holder | $2,481 | $4,749-47.8% | $7,355-66.3% | $6,924-64.2% |