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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 | $56,700 | $90,607-37.4% | $79,467-28.6% | $135,380-58.1% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -4.44% | 977.74%-982.2pp | 718.30%-722.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,266 | $3,068-58.7% | $2,800-54.8% | $4,779-73.5% |
| Participant deferral / active EE | $7,601 | $4,050+87.7% | $3,704+105.2% | $5,609+35.5% |
| Admin fee / account holder | $1,370 | $5,895-76.8% | $5,104-73.2% | $10,828-87.4% |