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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 | $38,538 | $90,607-57.5% | $79,467-51.5% | $135,380-71.5% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | 3.63% | 977.74%-974.1pp | 718.30%-714.7pp | 519.81%-516.2pp |
| Employer contribution / active EE | $2,043 | $3,068-33.4% | $2,800-27.0% | $4,779-57.2% |
| Participant deferral / active EE | $7,378 | $4,050+82.2% | $3,704+99.2% | $5,609+31.5% |
| Admin fee / account holder | $323,426 | $5,895+5386.4% | $5,104+6236.5% | $10,828+2886.9% |