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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 | $225,897 | $82,674+173.2% | $125,381+80.2% | $68,486+229.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 82.4%-82.4pp | 67.9%-67.9pp |
| Annual return | -8.26% | -5.97%-2.3pp | 572.31%-580.6pp | -7.85%-0.4pp |
| Employer contribution / active EE | $5,209 | $3,382+54.0% | $4,815+8.2% | $2,597+100.6% |
| Participant deferral / active EE | $2,923 | $6,111-52.2% | $7,448-60.7% | $4,028-27.4% |
| Admin fee / account holder | $5,647 | $6,277-10.0% | $10,007-43.6% | $5,404+4.5% |