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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 | $25,920 | $81,749-68.3% | $58,544-55.7% | $139,456-81.4% |
| Participation rate | 9.1% | 61.3%-52.2pp | 50.9%-41.8pp | 80.3%-71.2pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $139 | $1,398-90.0% | $1,053-86.8% | $4,753-97.1% |
| Participant deferral / active EE | $2,045 | $2,555-19.9% | $1,923+6.4% | $6,711-69.5% |
| Admin fee / account holder | $417 | $3,272-87.3% | $2,520-83.5% | $11,407-96.3% |