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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 | $42,576 | $42,910-0.8% | $60,919-30.1% | $68,490-37.8% |
| Participation rate | 35.3% | 66.8%-31.5pp | 73.1%-37.8pp | 67.9%-32.6pp |
| Annual return | -9.23% | -13.99%+4.8pp | 16.96%-26.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,561 | $2,866-45.5% | $3,814-59.1% | $4,028-61.2% |
| Admin fee / account holder | $3,615 | $3,104+16.5% | $3,228+12.0% | $5,403-33.1% |