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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 | $128,400 | $138,072-7.0% | $123,549+3.9% | $135,382-5.2% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -5.58% | 153.69%-159.3pp | 119.20%-124.8pp | 519.77%-525.4pp |
| Employer contribution / active EE | $2,417 | $5,152-53.1% | $4,628-47.8% | $4,779-49.4% |
| Participant deferral / active EE | $5,272 | $6,799-22.5% | $6,426-18.0% | $5,609-6.0% |
| Admin fee / account holder | $961 | $10,917-91.2% | $9,284-89.7% | $10,829-91.1% |