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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 | $65,613 | $29,554+122.0% | $56,054+17.1% | $77,692-15.5% |
| Participation rate | 6.4% | 32.6%-26.2pp | 52.5%-46.1pp | 70.6%-64.2pp |
| Annual return | 0.00% | 18.89%-18.9pp | 1705.95%-1705.9pp | 31.25%-31.3pp |
| Employer contribution / active EE | $249 | $568-56.2% | $1,039-76.1% | $2,726-90.9% |
| Participant deferral / active EE | $398 | $1,061-62.5% | $1,952-79.6% | $4,648-91.4% |
| Admin fee / account holder | $18,954 | $1,046+1712.5% | $2,822+571.5% | $431+4302.6% |