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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 | $43,308 | $42,910+0.9% | $60,919-28.9% | $68,490-36.8% |
| Participation rate | 0.0% | 66.8%-66.8pp | 73.1%-73.1pp | 67.9%-67.9pp |
| Annual return | -5.78% | -13.99%+8.2pp | 16.96%-22.7pp | -7.85%+2.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,226 | $2,866-57.2% | $3,814-67.9% | $4,028-69.6% |
| Admin fee / account holder | $30,101 | $3,104+869.6% | $3,228+832.6% | $5,403+457.1% |