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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 | $37,005 | $42,383-12.7% | $76,523-51.6% | $64,181-42.3% |
| Participation rate | 25.5% | 58.1%-32.6pp | 68.0%-42.5pp | 69.6%-44.0pp |
| Annual return | -7.81% | -16.54%+8.7pp | -0.27%-7.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,130 | $1,563+36.3% | $2,647-19.5% | $2,381-10.5% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,374 | $3,198-57.0% | $4,848-71.7% | $4,887-71.9% |