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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 | $11,029 | $90,606-87.8% | $79,466-86.1% | $135,379-91.9% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -6.20% | 977.69%-983.9pp | 718.28%-724.5pp | 519.79%-526.0pp |
| Employer contribution / active EE | $1,667 | $3,068-45.7% | $2,800-40.5% | $4,779-65.1% |
| Participant deferral / active EE | $2,021 | $4,050-50.1% | $3,704-45.4% | $5,609-64.0% |
| Admin fee / account holder | $2,330 | $5,895-60.5% | $5,104-54.3% | $10,828-78.5% |