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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 | $22,952 | $45,872-50.0% | $77,100-70.2% | $68,490-66.5% |
| Participation rate | 0.0% | 55.9%-55.9pp | 67.9%-67.9pp | 67.9%-67.9pp |
| Annual return | -9.69% | 1.73%-11.4pp | 42.35%-52.0pp | -7.85%-1.8pp |
| Employer contribution / active EE | $465 | $1,650-71.8% | $2,815-83.5% | $2,597-82.1% |
| Participant deferral / active EE | $1,176 | $2,963-60.3% | $4,430-73.5% | $4,028-70.8% |
| Admin fee / account holder | $92,903 | $3,041+2954.8% | $5,443+1606.7% | $5,403+1619.5% |