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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 | $7,510 | $100,147-92.5% | $81,286-90.8% | $145,877-94.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 0.00% | 34.44%-34.4pp | 24.80%-24.8pp | 551.28%-551.3pp |
| Employer contribution / active EE | $497 | $2,977-83.3% | $2,463-79.8% | $4,663-89.3% |
| Participant deferral / active EE | $1,321 | $4,607-71.3% | $3,883-66.0% | $6,691-80.3% |
| Admin fee / account holder | $317 | $8,201-96.1% | $5,764-94.5% | $13,402-97.6% |