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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 | $119,377 | $74,879,922-99.8% | $40,145,923-99.7% | $273,972-56.4% |
| Participation rate | 40.0% | 74.1%-34.1pp | 68.4%-28.4pp | 83.0%-43.0pp |
| Annual return | 8.08% | 2.55%+5.5pp | 5.24%+2.8pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,007 | $2,350-57.2% | $1,844-45.4% | $4,869-79.3% |
| Participant deferral / active EE | $7,200 | $2,962+143.1% | $2,591+177.9% | $5,287+36.2% |
| Admin fee / account holder | $628 | $3,725-83.1% | $2,903-78.4% | $10,133-93.8% |