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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 | $75,556 | $93,117-18.9% | $77,096-2.0% | $134,532-43.8% |
| Participation rate | 64.3% | 74.5%-10.2pp | 67.9%-3.6pp | 81.2%-16.9pp |
| Annual return | 0.00% | 62.67%-62.7pp | 42.35%-42.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,227 | $3,420-64.1% | $2,814-56.4% | $4,741-74.1% |
| Participant deferral / active EE | $2,102 | $5,241-59.9% | $4,429-52.6% | $6,401-67.2% |
| Admin fee / account holder | $612 | $6,948-91.2% | $5,428-88.7% | $11,429-94.6% |