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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 | $88,778-89.8% | $81,844-88.9% | $145,884-93.8% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 0.00% | 1033.03%-1033.0pp | 778.87%-778.9pp | 551.85%-551.8pp |
| Employer contribution / active EE | $1,356 | $3,087-56.1% | $2,916-53.5% | $4,662-70.9% |
| Participant deferral / active EE | $5,981 | $4,648+28.7% | $4,323+38.3% | $6,690-10.6% |
| Admin fee / account holder | $645 | $8,430-92.4% | $7,355-91.2% | $13,392-95.2% |