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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 | $63,985 | $127,790-49.9% | $106,555-40.0% | $167,536-61.8% |
| Participation rate | 68.8% | 78.3%-9.5pp | 76.1%-7.4pp | 82.1%-13.4pp |
| Annual return | 8.84% | 33.88%-25.0pp | 26.80%-18.0pp | 478.82%-470.0pp |
| Employer contribution / active EE | $1,546 | $3,428-54.9% | $2,819-45.2% | $4,839-68.0% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,306 | $11,229-88.4% | $7,408-82.4% | $12,315-89.4% |