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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 | $129,427 | $138,075-6.3% | $123,552+4.8% | $135,379-4.4% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -7.65% | 153.70%-161.4pp | 119.20%-126.9pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,754 | $5,152-27.1% | $4,628-18.9% | $4,779-21.4% |
| Participant deferral / active EE | $23,000 | $6,800+238.3% | $6,426+257.9% | $5,609+310.1% |
| Admin fee / account holder | $9,562 | $10,917-12.4% | $9,285+3.0% | $10,828-11.7% |