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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 | $114,756 | $51,638+122.2% | $129,406-11.3% | $80,959+41.7% |
| Participation rate | 0.0% | 56.9%-56.9pp | 69.6%-69.6pp | 67.7%-67.7pp |
| Annual return | 13.61% | 20.78%-7.2pp | 9468.18%-9454.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,383 | $1,584+239.9% | $4,155+29.5% | $2,757+95.2% |
| Participant deferral / active EE | $7,300 | $2,670+173.4% | $4,167+75.2% | $4,300+69.8% |
| Admin fee / account holder | $2,497 | $4,313-42.1% | $7,689-67.5% | $6,925-63.9% |