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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 | $15,257 | $29,736-48.7% | $56,033-72.8% | $80,935-81.1% |
| Participation rate | 9.2% | 41.7%-32.5pp | 52.5%-43.3pp | 67.7%-58.4pp |
| Annual return | 0.00% | 35.28%-35.3pp | 1711.38%-1711.4pp | 35.66%-35.7pp |
| Employer contribution / active EE | $602 | $671-10.4% | $1,041-42.2% | $2,757-78.2% |
| Participant deferral / active EE | $841 | $1,228-31.5% | $1,954-57.0% | $4,299-80.4% |
| Admin fee / account holder | $429 | $2,434-82.4% | $2,827-84.8% | $6,924-93.8% |