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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 | $33,225 | $149,040-77.7% | $120,225-72.4% | $137,256-75.8% |
| Participation rate | 6.7% | 75.4%-68.8pp | 69.6%-62.9pp | 80.0%-73.3pp |
| Annual return | 0.00% | 605.68%-605.7pp | 439.23%-439.2pp | 220.34%-220.3pp |
| Employer contribution / active EE | $667 | $4,350-84.7% | $3,475-80.8% | $4,156-84.0% |
| Participant deferral / active EE | $1,522 | $4,655-67.3% | $3,999-61.9% | $6,407-76.2% |
| Admin fee / account holder | $882 | $6,348-86.1% | $5,696-84.5% | $12,270-92.8% |