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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 | $25,469 | $81,763-68.9% | $58,561-56.5% | $139,466-81.7% |
| Participation rate | 33.3% | 61.3%-28.0pp | 50.9%-17.5pp | 80.3%-47.0pp |
| Annual return | 0.00% | 7427.77%-7427.8pp | 4251.33%-4251.3pp | 373.66%-373.7pp |
| Employer contribution / active EE | $915 | $1,398-34.6% | $1,053-13.2% | $4,754-80.8% |
| Participant deferral / active EE | $7,500 | $2,555+193.6% | $1,923+290.0% | $6,712+11.7% |
| Admin fee / account holder | $765 | $3,273-76.6% | $2,520-69.6% | $11,409-93.3% |