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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 | $120,613 | $110,137+9.5% | $161,149-25.2% | $82,637+46.0% |
| Participation rate | 0.0% | 72.4%-72.4pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | 15.02% | 20.69%-5.7pp | 21.16%-6.1pp | 53.51%-38.5pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,760 | $4,575+4.1% | $6,153-22.6% | $4,126+15.4% |
| Admin fee / account holder | $1,680 | $9,467-82.3% | $15,194-88.9% | $7,339-77.1% |