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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 | $31,644 | $69,248-54.3% | $64,101-50.6% | $139,466-77.3% |
| Participation rate | 0.0% | 75.6%-75.6pp | 72.3%-72.3pp | 80.3%-80.3pp |
| Annual return | 19.93% | 45.95%-26.0pp | 33.72%-13.8pp | 373.66%-353.7pp |
| Employer contribution / active EE | $552 | $3,185-82.7% | $2,749-79.9% | $4,754-88.4% |
| Participant deferral / active EE | $1,103 | $4,682-76.4% | $3,881-71.6% | $6,712-83.6% |
| Admin fee / account holder | $519 | $4,247-87.8% | $3,070-83.1% | $11,409-95.5% |