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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 | $80,407 | $78,690+2.2% | $161,489-50.2% | $87,485-8.1% |
| Participation rate | 0.0% | 67.5%-67.5pp | 78.7%-78.7pp | 68.9%-68.9pp |
| Annual return | 16.92% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $719 | $2,588-72.2% | $4,268-83.2% | $2,596-72.3% |
| Participant deferral / active EE | $1,692 | $3,311-48.9% | $5,630-70.0% | $4,274-60.4% |
| Admin fee / account holder | $748 | $6,724-88.9% | $16,006-95.3% | $7,775-90.4% |