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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 | $6,691 | $58,275-88.5% | $81,844-91.8% | $80,935-91.7% |
| Participation rate | 69.4% | 63.5%+5.9pp | 72.4%-3.0pp | 67.7%+1.7pp |
| Annual return | 0.00% | 41.82%-41.8pp | 778.87%-778.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $2,291 | $2,346-2.4% | $2,916-21.5% | $2,757-16.9% |
| Participant deferral / active EE | $2,997 | $3,285-8.8% | $4,323-30.7% | $4,299-30.3% |
| Admin fee / account holder | $835 | $4,749-82.4% | $7,355-88.7% | $6,924-87.9% |