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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 | $32,063 | $152,597-79.0% | $117,533-72.7% | $134,532-76.2% |
| Participation rate | 0.0% | 77.1%-77.1pp | 70.6%-70.6pp | 81.2%-81.2pp |
| Annual return | -9.13% | 53.04%-62.2pp | 29.77%-38.9pp | 418.27%-427.4pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $12,316 | $4,821+155.5% | $4,072+202.4% | $6,401+92.4% |
| Admin fee / account holder | $5,512 | $7,007-21.3% | $5,647-2.4% | $11,429-51.8% |