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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 | $158,109 | $54,380+190.7% | $68,509+130.8% | $59,633+165.1% |
| Participation rate | 0.0% | 70.2%-70.2pp | 74.7%-74.7pp | 68.7%-68.7pp |
| Annual return | -0.52% | 2.83%-3.4pp | 8.27%-8.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,015 | $2,643+51.9% | $3,382+18.7% | $3,192+25.8% |
| Admin fee / account holder | $28,261 | $3,885+627.4% | $5,275+435.8% | $4,297+557.7% |