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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 | $7,772 | $29,733-73.9% | $56,025-86.1% | $80,959-90.4% |
| Participation rate | 6.4% | 41.7%-35.3pp | 52.5%-46.1pp | 67.7%-61.3pp |
| Annual return | 13.82% | 35.28%-21.5pp | 1712.69%-1698.9pp | 35.67%-21.8pp |
| Employer contribution / active EE | $340 | $672-49.3% | $1,042-67.3% | $2,757-87.7% |
| Participant deferral / active EE | $340 | $1,229-72.3% | $1,955-82.6% | $4,300-92.1% |
| Admin fee / account holder | $40,333 | $2,434+1557.4% | $2,828+1326.0% | $6,925+482.4% |