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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 | $29,716-73.8% | $56,077-86.1% | $80,925-90.4% |
| Participation rate | 6.4% | 41.7%-35.3pp | 52.5%-46.1pp | 67.7%-61.3pp |
| Annual return | 13.82% | 35.30%-21.5pp | 1709.28%-1695.5pp | 35.65%-21.8pp |
| Employer contribution / active EE | $340 | $671-49.3% | $1,040-67.3% | $2,756-87.6% |
| Participant deferral / active EE | $340 | $1,228-72.3% | $1,954-82.6% | $4,299-92.1% |
| Admin fee / account holder | $40,333 | $2,432+1558.4% | $2,825+1327.8% | $6,940+481.2% |