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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 | $69,309 | $165,939-58.2% | $122,354-43.4% | $147,586-53.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 71.6%-71.6pp | 82.8%-82.8pp |
| Annual return | 13.41% | 34.56%-21.1pp | 30.28%-16.9pp | 578.59%-565.2pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $33,986 | $4,005+748.5% | $3,287+933.9% | $5,439+524.9% |
| Admin fee / account holder | $9,093 | $7,425+22.5% | $5,479+66.0% | $10,886-16.5% |