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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 | $30,519 | $67,396-54.7% | $60,919-49.9% | $134,545-77.3% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.1%-73.1pp | 81.2%-81.2pp |
| Annual return | 0.40% | 50.12%-49.7pp | 16.96%-16.6pp | 418.37%-418.0pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $2,704-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $3,000 | $4,534-33.8% | $3,814-21.4% | $6,401-53.1% |
| Admin fee / account holder | $491,521 | $4,590+10608.7% | $3,228+15128.3% | $11,431+4200.0% |