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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 | $81,483 | $99,644-18.2% | $86,438-5.7% | $134,532-39.4% |
| Participation rate | 37.5% | 82.1%-44.6pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -16.79% | 6787.26%-6804.0pp | 4397.19%-4414.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,601 | $7,247-64.1% | $6,952-62.6% | $6,401-59.4% |
| Admin fee / account holder | $41,470 | $8,375+395.2% | $6,733+515.9% | $11,429+262.9% |