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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 | $38,706 | $84,628-54.3% | $61,501-37.1% | $134,545-71.2% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -17.81% | 585.61%-603.4pp | 339.04%-356.9pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,496 | $1,545-3.1% | $1,160+29.0% | $4,742-68.4% |
| Participant deferral / active EE | $3,171 | $2,819+12.5% | $2,125+49.2% | $6,401-50.5% |
| Admin fee / account holder | $8,624 | $2,587+233.3% | $2,132+304.6% | $11,431-24.6% |