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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 | $16,651 | $75,832-78.0% | $147,617-88.7% | $59,633-72.1% |
| Participation rate | 64.6% | 71.6%-7.0pp | 84.6%-20.0pp | 68.7%-4.1pp |
| Annual return | -0.22% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $1,248 | $3,485-64.2% | $5,564-77.6% | $2,203-43.4% |
| Participant deferral / active EE | $0 | $3,131-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,220 | $5,986-29.5% | $11,612-63.7% | $4,297-1.8% |