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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 | $6,282 | $82,314-92.4% | $68,808-90.9% | $134,532-95.3% |
| Participation rate | 46.2% | 75.1%-28.9pp | 69.0%-22.9pp | 81.2%-35.1pp |
| Annual return | 0.00% | -2.18%+2.2pp | -6.37%+6.4pp | 418.27%-418.3pp |
| Employer contribution / active EE | $639 | $3,301-80.7% | $2,656-76.0% | $4,741-86.5% |
| Participant deferral / active EE | $1,207 | $4,740-74.5% | $3,942-69.4% | $6,401-81.1% |
| Admin fee / account holder | $398 | $6,484-93.9% | $4,936-91.9% | $11,429-96.5% |