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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 | $32,168 | $73,009-55.9% | $90,760-64.6% | $68,486-53.0% |
| Participation rate | 57.7% | 70.8%-13.1pp | 75.7%-18.0pp | 67.9%-10.2pp |
| Annual return | -16.21% | -13.81%-2.4pp | -12.16%-4.0pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,421 | $3,626-33.2% | $4,565-47.0% | $4,028-39.9% |
| Admin fee / account holder | $2,183 | $5,896-63.0% | $8,444-74.2% | $5,404-59.6% |