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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 | $58,234-88.5% | $81,783-91.8% | $80,874-91.7% |
| Participation rate | 69.4% | 63.4%+6.0pp | 72.4%-3.0pp | 67.6%+1.7pp |
| Annual return | 0.00% | 41.70%-41.7pp | 775.05%-775.1pp | 35.62%-35.6pp |
| Employer contribution / active EE | $2,291 | $2,341-2.2% | $2,913-21.4% | $2,756-16.9% |
| Participant deferral / active EE | $2,997 | $3,283-8.7% | $4,320-30.6% | $4,297-30.3% |
| Admin fee / account holder | $835 | $4,982-83.2% | $7,380-88.7% | $6,935-88.0% |