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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 | $77,609 | $99,644-22.1% | $86,438-10.2% | $134,532-42.3% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -15.18% | 6787.26%-6802.4pp | 4397.19%-4412.4pp | 418.27%-433.4pp |
| Employer contribution / active EE | $10,171 | $4,402+131.0% | $3,769+169.8% | $4,741+114.5% |
| Participant deferral / active EE | $18,868 | $7,247+160.3% | $6,952+171.4% | $6,401+194.8% |
| Admin fee / account holder | $575 | $8,375-93.1% | $6,733-91.5% | $11,429-95.0% |