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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 | $23,316 | $90,486-74.2% | $78,676-70.4% | $273,972-91.5% |
| Participation rate | 0.0% | 76.5%-76.5pp | 73.6%-73.6pp | 83.0%-83.0pp |
| Annual return | 5.93% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,080 | $3,175-66.0% | $2,850-62.1% | $4,869-77.8% |
| Participant deferral / active EE | $2,375 | $3,901-39.1% | $3,517-32.5% | $5,287-55.1% |
| Admin fee / account holder | $2,527 | $5,263-52.0% | $4,510-44.0% | $10,133-75.1% |