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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 | $42,862 | $59,819-28.3% | $79,583-46.1% | $68,490-37.4% |
| Participation rate | 34.0% | 61.1%-27.1pp | 69.5%-35.5pp | 67.9%-33.9pp |
| Annual return | -17.75% | -12.30%-5.4pp | 0.16%-17.9pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,697 | $3,025-43.9% | $3,986-57.4% | $4,028-57.9% |
| Admin fee / account holder | $628 | $4,835-87.0% | $6,835-90.8% | $5,403-88.4% |