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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 | $16,392 | $42,910-61.8% | $60,919-73.1% | $68,490-76.1% |
| Participation rate | 54.5% | 66.8%-12.2pp | 73.1%-18.6pp | 67.9%-13.4pp |
| Annual return | -17.64% | -13.99%-3.7pp | 16.96%-34.6pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,302 | $2,866-19.7% | $3,814-39.6% | $4,028-42.8% |
| Admin fee / account holder | $776 | $3,104-75.0% | $3,228-76.0% | $5,403-85.6% |