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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 | $3,894 | $60,558-93.6% | - | $134,509-97.1% |
| Participation rate | 40.0% | 67.2%-27.2pp | - | 81.2%-41.2pp |
| Annual return | 0.00% | -11.14%+11.1pp | - | 418.13%-418.1pp |
| Employer contribution / active EE | $701 | $2,733-74.3% | - | $4,741-85.2% |
| Participant deferral / active EE | $1,105 | $4,114-73.2% | - | $6,400-82.7% |
| Admin fee / account holder | $400 | $4,039-90.1% | - | $11,427-96.5% |