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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 | $108,150 | $92,766+16.6% | $82,763+30.7% | $134,545-19.6% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -10.70% | 946.97%-957.7pp | 702.45%-713.2pp | 418.37%-429.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,941 | $4,802-38.8% | $4,395-33.1% | $6,401-54.1% |
| Admin fee / account holder | $4,723 | $5,978-21.0% | $5,325-11.3% | $11,431-58.7% |