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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 | $29,736+46.9% | $56,033-22.0% | $80,935-46.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 14.78% | 35.28%-20.5pp | 1711.38%-1696.6pp | 35.66%-20.9pp |
| Employer contribution / active EE | $312 | $671-53.5% | $1,041-70.0% | $2,757-88.7% |
| Participant deferral / active EE | $2,040 | $1,228+66.1% | $1,954+4.4% | $4,299-52.5% |
| Admin fee / account holder | $539 | $2,434-77.9% | $2,827-80.9% | $6,924-92.2% |