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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 | $108,825+10.8% | $156,181-22.8% | $82,448+46.3% |
| Participation rate | 0.0% | 72.4%-72.4pp | 78.8%-78.8pp | 68.1%-68.1pp |
| Annual return | 15.02% | 20.59%-5.6pp | 64.87%-49.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,760 | $4,577+4.0% | $6,132-22.4% | $4,139+15.0% |
| Admin fee / account holder | $1,680 | $9,341-82.0% | $14,586-88.5% | $7,234-76.8% |