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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 | $38,245 | $59,813-36.1% | $79,580-51.9% | $68,486-44.2% |
| Participation rate | 28.0% | 61.1%-33.1pp | 69.5%-41.5pp | 67.9%-39.9pp |
| Annual return | -15.17% | -12.30%-2.9pp | 0.15%-15.3pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,674 | $3,024-44.7% | $3,985-58.0% | $4,028-58.4% |
| Admin fee / account holder | $449 | $4,835-90.7% | $6,835-93.4% | $5,404-91.7% |