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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 | $71,208-39.7% | $93,681-54.2% | $80,911-46.9% |
| Participation rate | 0.0% | 60.4%-60.4pp | 68.7%-68.7pp | 67.6%-67.6pp |
| Annual return | 13.98% | 11.27%+2.7pp | 133.47%-119.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,422-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,522 | $4,035-37.5% | $4,415-42.9% | $4,297-41.3% |
| Admin fee / account holder | $228,320 | $6,951+3184.8% | $8,290+2654.2% | $6,935+3192.5% |