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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 | $43,697 | $29,670+47.3% | $56,054-22.0% | $80,911-46.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.6%-67.6pp |
| Annual return | 14.78% | 35.24%-20.5pp | 1705.95%-1691.2pp | 35.63%-20.9pp |
| Employer contribution / active EE | $312 | $670-53.4% | $1,039-70.0% | $2,756-88.7% |
| Participant deferral / active EE | $2,040 | $1,227+66.3% | $1,952+4.5% | $4,297-52.5% |
| Admin fee / account holder | $539 | $2,431-77.8% | $2,822-80.9% | $6,935-92.2% |