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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 | $18,183 | $55,470-67.2% | $155,556-88.3% | $74,478-75.6% |
| Participation rate | 24.4% | 61.9%-37.5pp | 78.2%-53.8pp | 67.2%-42.8pp |
| Annual return | 0.00% | 269.80%-269.8pp | 64.84%-64.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $571 | $2,267-74.8% | $4,675-87.8% | $2,626-78.3% |
| Participant deferral / active EE | $1,016 | $2,838-64.2% | $5,631-82.0% | $4,350-76.7% |
| Admin fee / account holder | $364 | $1,744-79.1% | $15,885-97.7% | $1,946-81.3% |