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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 | $44,331 | $39,162+13.2% | $100,671-56.0% | $59,633-25.7% |
| Participation rate | 0.0% | 55.9%-55.9pp | 70.7%-70.7pp | 68.7%-68.7pp |
| Annual return | 1.51% | 21.07%-19.6pp | 20.43%-18.9pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $1,352 | $1,151+17.5% | $4,012-66.3% | $2,203-38.6% |
| Participant deferral / active EE | $5,752 | $1,992+188.8% | $3,144+83.0% | $3,192+80.2% |
| Admin fee / account holder | $993 | $2,969-66.6% | $4,850-79.5% | $4,297-76.9% |