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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 | $13,132 | $29,716-55.8% | $56,077-76.6% | $80,925-83.8% |
| Participation rate | 0.0% | 41.7%-41.7pp | 52.5%-52.5pp | 67.7%-67.7pp |
| Annual return | 17.23% | 35.30%-18.1pp | 1709.28%-1692.0pp | 35.65%-18.4pp |
| Employer contribution / active EE | $226 | $671-66.3% | $1,040-78.3% | $2,756-91.8% |
| Participant deferral / active EE | $746 | $1,228-39.3% | $1,954-61.8% | $4,299-82.7% |
| Admin fee / account holder | $1,093 | $2,432-55.0% | $2,825-61.3% | $6,940-84.2% |