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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 | $46,947 | $99,644-52.9% | $86,438-45.7% | $134,532-65.1% |
| Participation rate | 0.0% | 82.1%-82.1pp | 80.3%-80.3pp | 81.2%-81.2pp |
| Annual return | -16.35% | 6787.26%-6803.6pp | 4397.19%-4413.5pp | 418.27%-434.6pp |
| Employer contribution / active EE | $4,821 | $4,402+9.5% | $3,769+27.9% | $4,741+1.7% |
| Participant deferral / active EE | $11,441 | $7,247+57.9% | $6,952+64.6% | $6,401+78.7% |
| Admin fee / account holder | $4,991 | $8,375-40.4% | $6,733-25.9% | $11,429-56.3% |