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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 | $51,606+122.4% | $129,339-11.3% | $80,911+41.8% |
| Participation rate | 0.0% | 57.0%-57.0pp | 69.6%-69.6pp | 67.6%-67.6pp |
| Annual return | 13.61% | 20.76%-7.2pp | 9437.05%-9423.4pp | 35.63%-22.0pp |
| Employer contribution / active EE | $5,383 | $1,582+240.2% | $4,154+29.6% | $2,756+95.3% |
| Participant deferral / active EE | $7,300 | $2,669+173.6% | $4,170+75.1% | $4,297+69.9% |
| Admin fee / account holder | $2,497 | $4,310-42.1% | $7,668-67.4% | $6,935-64.0% |