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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 | $6,593 | $81,749-91.9% | $58,544-88.7% | $139,456-95.3% |
| Participation rate | 4.2% | 61.3%-57.2pp | 50.9%-46.7pp | 80.3%-76.2pp |
| Annual return | 0.00% | 7425.45%-7425.4pp | 4249.56%-4249.6pp | 373.45%-373.4pp |
| Employer contribution / active EE | $49 | $1,398-96.5% | $1,053-95.4% | $4,753-99.0% |
| Participant deferral / active EE | $230 | $2,555-91.0% | $1,923-88.0% | $6,711-96.6% |
| Admin fee / account holder | $700 | $3,272-78.6% | $2,520-72.2% | $11,407-93.9% |