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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 | $28,171 | $59,819-52.9% | $79,583-64.6% | $68,490-58.9% |
| Participation rate | 8.5% | 61.1%-52.6pp | 69.5%-61.0pp | 67.9%-59.4pp |
| Annual return | -18.25% | -12.30%-6.0pp | 0.16%-18.4pp | -7.85%-10.4pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,256 | $3,025-25.4% | $3,986-43.4% | $4,028-44.0% |
| Admin fee / account holder | $8,434 | $4,835+74.4% | $6,835+23.4% | $5,403+56.1% |