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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 | $20,455 | $41,377-50.6% | $109,313-81.3% | $62,881-67.5% |
| Participation rate | 0.0% | 57.5%-57.5pp | 71.3%-71.3pp | 69.3%-69.3pp |
| Annual return | 13.02% | 11.05%+2.0pp | 22.07%-9.1pp | 20.14%-7.1pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,819 | $2,045+135.7% | $3,166+52.2% | $3,203+50.5% |
| Admin fee / account holder | $1,994 | $2,884-30.9% | $5,666-64.8% | $4,296-53.6% |