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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 | $37,091 | $90,606-59.1% | $79,466-53.3% | $135,379-72.6% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | -6.44% | 977.69%-984.1pp | 718.28%-724.7pp | 519.79%-526.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,694 | $4,050-58.2% | $3,704-54.3% | $5,609-69.8% |
| Admin fee / account holder | $18,022 | $5,895+205.7% | $5,104+253.1% | $10,828+66.4% |