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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 | $6,634 | $29,670-77.6% | $56,054-88.2% | $80,911-91.8% |
| Participation rate | 19.2% | 41.7%-22.4pp | 52.5%-33.3pp | 67.6%-48.4pp |
| Annual return | 32.50% | 35.24%-2.7pp | 1705.95%-1673.4pp | 35.63%-3.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $448 | $1,227-63.5% | $1,952-77.0% | $4,297-89.6% |
| Admin fee / account holder | $577 | $2,431-76.3% | $2,822-79.6% | $6,935-91.7% |