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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 | $9,057 | $88,702-89.8% | $81,780-88.9% | $145,978-93.8% |
| Participation rate | 60.0% | 75.0%-15.0pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1029.12%-1029.1pp | 776.27%-776.3pp | 550.52%-550.5pp |
| Employer contribution / active EE | $1,356 | $3,084-56.0% | $2,914-53.5% | $4,662-70.9% |
| Participant deferral / active EE | $5,981 | $4,645+28.8% | $4,321+38.4% | $6,690-10.6% |
| Admin fee / account holder | $645 | $8,414-92.3% | $7,384-91.3% | $13,400-95.2% |