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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 | $23,105 | $75,832-69.5% | $147,617-84.3% | $59,633-61.3% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | 0.30% | 0.37%-0.1pp | 61.98%-61.7pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $1,403 | $3,485-59.7% | $5,564-74.8% | $2,203-36.3% |
| Participant deferral / active EE | $1,198 | $3,131-61.7% | $4,895-75.5% | $3,192-62.5% |
| Admin fee / account holder | $1,899 | $5,986-68.3% | $11,612-83.7% | $4,297-55.8% |