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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 | $40,830 | $49,280-17.1% | $67,313-39.3% | $64,181-36.4% |
| Participation rate | 19.7% | 60.8%-41.1pp | 69.1%-49.4pp | 69.6%-49.9pp |
| Annual return | -1.66% | -1.39%-0.3pp | -4.08%+2.4pp | 7.63%-9.3pp |
| Employer contribution / active EE | $931 | $1,668-44.2% | $2,566-63.7% | $2,381-60.9% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $33,264 | $3,863+761.2% | $4,507+638.1% | $4,887+580.6% |