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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 | $114,712+5.1% | $173,730-30.6% | $87,485+37.9% |
| Participation rate | 0.0% | 73.0%-73.0pp | 79.6%-79.6pp | 68.9%-68.9pp |
| Annual return | 15.02% | 20.18%-5.2pp | 19.96%-4.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,760 | $4,642+2.6% | $6,326-24.8% | $4,274+11.4% |
| Admin fee / account holder | $1,680 | $10,210-83.5% | $17,523-90.4% | $7,775-78.4% |