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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 | $24,381 | $43,730-44.2% | $121,220-79.9% | $64,173-62.0% |
| Participation rate | 0.0% | 58.3%-58.3pp | 71.8%-71.8pp | 69.6%-69.6pp |
| Annual return | -6.55% | 68.94%-75.5pp | 16.94%-23.5pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,121 | $2,281+124.6% | $3,345+53.1% | $3,470+47.6% |
| Admin fee / account holder | $5,146 | $3,502+46.9% | $5,021+2.5% | $4,887+5.3% |