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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 | $53,983 | $90,617-40.4% | $79,476-32.1% | $135,382-60.1% |
| Participation rate | 0.0% | 76.1%-76.1pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -9.48% | 977.57%-987.1pp | 718.21%-727.7pp | 519.77%-529.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,015 | $4,050-0.9% | $3,704+8.4% | $5,609-28.4% |
| Admin fee / account holder | $704 | $5,907-88.1% | $5,113-86.2% | $10,829-93.5% |