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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 | $130,510 | $138,072-5.5% | $123,549+5.6% | $135,382-3.6% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -5.66% | 153.69%-159.4pp | 119.20%-124.9pp | 519.77%-525.4pp |
| Employer contribution / active EE | $1,879 | $5,152-63.5% | $4,628-59.4% | $4,779-60.7% |
| Participant deferral / active EE | $6,410 | $6,799-5.7% | $6,426-0.2% | $5,609+14.3% |
| Admin fee / account holder | $1,076 | $10,917-90.1% | $9,284-88.4% | $10,829-90.1% |