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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 | $33,369 | $50,947-34.5% | $74,551-55.2% | $64,173-48.0% |
| Participation rate | 23.2% | 61.1%-37.8pp | 69.1%-45.9pp | 69.6%-46.4pp |
| Annual return | -6.42% | -1.85%-4.6pp | 32.53%-39.0pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,081 | $2,302-9.6% | $3,108-33.1% | $3,470-40.0% |
| Admin fee / account holder | $18,629 | $4,221+341.3% | $5,059+268.2% | $4,887+281.2% |