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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 | $22,415 | $75,832-70.4% | $147,617-84.8% | $59,633-62.4% |
| Participation rate | 7.7% | 71.6%-63.9pp | 84.6%-76.9pp | 68.7%-61.0pp |
| Annual return | -0.76% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $847 | $3,485-75.7% | $5,564-84.8% | $2,203-61.5% |
| Participant deferral / active EE | $1,211 | $3,131-61.3% | $4,895-75.3% | $3,192-62.1% |
| Admin fee / account holder | $1,979 | $5,986-66.9% | $11,612-83.0% | $4,297-53.9% |