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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 | $42,926 | $71,215-39.7% | $93,696-54.2% | $80,935-47.0% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.7%-67.7pp |
| Annual return | 13.98% | 11.27%+2.7pp | 133.74%-119.8pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,522 | $4,037-37.5% | $4,417-42.9% | $4,299-41.3% |
| Admin fee / account holder | $228,320 | $6,958+3181.4% | $8,287+2655.3% | $6,924+3197.3% |