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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 | $27,263 | $46,877-41.8% | $122,354-77.7% | $70,126-61.1% |
| Participation rate | 0.0% | 58.2%-58.2pp | 71.6%-71.6pp | 69.5%-69.5pp |
| Annual return | 19.91% | 24.22%-4.3pp | 30.28%-10.4pp | 73.15%-53.2pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,249 | $2,167+142.2% | $3,287+59.7% | $3,332+57.6% |
| Admin fee / account holder | $961 | $3,324-71.1% | $5,479-82.5% | $4,645-79.3% |