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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 | $207,851 | $46,697+345.1% | $117,533+76.8% | $68,486+203.5% |
| Participation rate | 0.0% | 56.8%-56.8pp | 70.6%-70.6pp | 67.9%-67.9pp |
| Annual return | -7.62% | -14.52%+6.9pp | 29.77%-37.4pp | -7.85%+0.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $13,156 | $2,637+398.8% | $4,072+223.1% | $4,028+226.7% |
| Admin fee / account holder | $17,960 | $4,023+346.5% | $5,647+218.0% | $5,404+232.4% |