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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 | $18,296 | $73,848-75.2% | $143,799-87.3% | $68,486-73.3% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -14.70% | 0.91%-15.6pp | -0.04%-14.7pp | -7.85%-6.8pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,300 | $3,385-61.6% | $5,638-76.9% | $4,028-67.7% |
| Admin fee / account holder | $3,148 | $5,755-45.3% | $14,677-78.5% | $5,404-41.7% |