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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 | $18,530 | $74,879,922-100.0% | $40,145,923-100.0% | $273,972-93.2% |
| Participation rate | 33.3% | 74.1%-40.7pp | 68.4%-35.1pp | 83.0%-49.7pp |
| Annual return | 5.67% | 2.55%+3.1pp | 5.24%+0.4pp | 41.46%-35.8pp |
| Employer contribution / active EE | $430 | $2,350-81.7% | $1,844-76.7% | $4,869-91.2% |
| Participant deferral / active EE | $619 | $2,962-79.1% | $2,591-76.1% | $5,287-88.3% |
| Admin fee / account holder | $8,184 | $3,725+119.7% | $2,903+181.9% | $10,133-19.2% |