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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 | $58,234-84.1% | $81,783-88.7% | $80,874-88.5% |
| Participation rate | 59.5% | 63.4%-3.9pp | 72.4%-12.9pp | 67.6%-8.2pp |
| Annual return | 0.00% | 41.70%-41.7pp | 775.05%-775.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $1,349 | $2,341-42.4% | $2,913-53.7% | $2,756-51.0% |
| Participant deferral / active EE | $2,485 | $3,283-24.3% | $4,320-42.5% | $4,297-42.2% |
| Admin fee / account holder | $706 | $4,982-85.8% | $7,380-90.4% | $6,935-89.8% |