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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 | $40,989 | $42,909-4.5% | $60,906-32.7% | $68,486-40.1% |
| Participation rate | 44.4% | 66.8%-22.3pp | 73.1%-28.7pp | 67.9%-23.4pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.94%-16.9pp | -7.85%+7.9pp |
| Employer contribution / active EE | $494 | $1,979-75.0% | $2,703-81.7% | $2,597-81.0% |
| Participant deferral / active EE | $1,261 | $2,866-56.0% | $3,814-66.9% | $4,028-68.7% |
| Admin fee / account holder | $5,946 | $3,104+91.6% | $3,227+84.3% | $5,404+10.0% |