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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 | $125,584 | $142,392-11.8% | $119,622+5.0% | $134,532-6.7% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -12.08% | -12.46%+0.4pp | -14.98%+2.9pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,133 | $5,224-59.2% | $4,232-49.6% | $4,741-55.0% |
| Participant deferral / active EE | $5,197 | $6,467-19.6% | $5,601-7.2% | $6,401-18.8% |
| Admin fee / account holder | $791 | $13,593-94.2% | $10,328-92.3% | $11,429-93.1% |