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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 | $137,189 | $43,730+213.7% | $121,220+13.2% | $64,173+113.8% |
| Participation rate | 0.0% | 58.3%-58.3pp | 71.8%-71.8pp | 69.6%-69.6pp |
| Annual return | -3.25% | 68.94%-72.2pp | 16.94%-20.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,296 | $2,281+44.5% | $3,345-1.5% | $3,470-5.0% |
| Admin fee / account holder | $20,887 | $3,502+496.4% | $5,021+316.0% | $4,887+327.4% |