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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 | $29,525+122.2% | $56,033+17.1% | $77,736-15.6% |
| Participation rate | 6.4% | 32.7%-26.3pp | 52.5%-46.1pp | 70.6%-64.2pp |
| Annual return | 0.00% | 18.90%-18.9pp | 1711.38%-1711.4pp | 31.26%-31.3pp |
| Employer contribution / active EE | $249 | $569-56.3% | $1,041-76.1% | $2,728-90.9% |
| Participant deferral / active EE | $398 | $1,062-62.5% | $1,954-79.6% | $4,651-91.4% |
| Admin fee / account holder | $18,954 | $1,040+1722.5% | $2,827+570.4% | $433+4274.2% |