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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 | $29,736-77.7% | $56,033-88.2% | $80,935-91.8% |
| Participation rate | 19.2% | 41.7%-22.5pp | 52.5%-33.3pp | 67.7%-48.4pp |
| Annual return | 32.50% | 35.28%-2.8pp | 1711.38%-1678.9pp | 35.66%-3.2pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $448 | $1,228-63.5% | $1,954-77.1% | $4,299-89.6% |
| Admin fee / account holder | $577 | $2,434-76.3% | $2,827-79.6% | $6,924-91.7% |