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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 | $9,263 | $58,311-84.1% | $81,882-88.7% | $80,959-88.6% |
| Participation rate | 59.5% | 63.5%-4.0pp | 72.4%-12.9pp | 67.7%-8.2pp |
| Annual return | 0.00% | 41.85%-41.8pp | 779.47%-779.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $1,349 | $2,347-42.5% | $2,916-53.7% | $2,757-51.1% |
| Participant deferral / active EE | $2,485 | $3,287-24.4% | $4,323-42.5% | $4,300-42.2% |
| Admin fee / account holder | $706 | $4,752-85.2% | $7,360-90.4% | $6,925-89.8% |