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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 | $32,765 | $60,119-45.5% | $90,430-63.8% | $79,858-59.0% |
| Participation rate | 0.0% | 65.0%-65.0pp | 72.7%-72.7pp | 69.6%-69.6pp |
| Annual return | 20.21% | 71.94%-51.7pp | 1293.73%-1273.5pp | 31.72%-11.5pp |
| Employer contribution / active EE | $1,491 | $2,068-27.9% | $3,262-54.3% | $2,471-39.7% |
| Participant deferral / active EE | $3,101 | $2,938+5.5% | $3,963-21.7% | $3,740-17.1% |
| Admin fee / account holder | $1,641 | $3,976-58.7% | $5,613-70.8% | $5,306-69.1% |