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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 | $35,075 | $69,012-49.2% | $160,009-78.1% | $68,486-48.8% |
| Participation rate | 0.0% | 65.4%-65.4pp | 78.0%-78.0pp | 67.9%-67.9pp |
| Annual return | -13.03% | -9.65%-3.4pp | 408.85%-421.9pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,338 | $2,212+5.7% | $4,225-44.7% | $2,597-10.0% |
| Participant deferral / active EE | $3,830 | $4,212-9.1% | $6,183-38.1% | $4,028-4.9% |
| Admin fee / account holder | $21,329 | $4,798+344.5% | $8,715+144.7% | $5,404+294.7% |