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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 | $32,023 | $54,239-41.0% | $70,098-54.3% | $68,495-53.2% |
| Participation rate | 63.5% | 64.5%-1.0pp | 70.5%-7.0pp | 67.9%-4.4pp |
| Annual return | -16.48% | -13.87%-2.6pp | 190.76%-207.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,019-100.0% | $2,560-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,480 | $2,957-16.1% | $3,849-35.6% | $4,028-38.4% |
| Admin fee / account holder | $834 | $4,691-82.2% | $6,266-86.7% | $5,403-84.6% |