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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 | $35,639 | $75,541-52.8% | $152,093-76.6% | $82,637-56.9% |
| Participation rate | 0.0% | 66.5%-66.5pp | 77.8%-77.8pp | 68.1%-68.1pp |
| Annual return | 17.72% | 32.56%-14.8pp | 66.36%-48.6pp | 53.51%-35.8pp |
| Employer contribution / active EE | $1,612 | $2,622-38.5% | $4,175-61.4% | $2,552-36.9% |
| Participant deferral / active EE | $2,704 | $3,206-15.7% | $5,451-50.4% | $4,126-34.5% |
| Admin fee / account holder | $2,223 | $6,405-65.3% | $14,497-84.7% | $7,339-69.7% |