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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 | $48,520 | $42,910+13.1% | $60,919-20.4% | $68,490-29.2% |
| Participation rate | 21.4% | 66.8%-45.3pp | 73.1%-51.7pp | 67.9%-46.5pp |
| Annual return | -13.36% | -13.99%+0.6pp | 16.96%-30.3pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,139 | $2,866-60.2% | $3,814-70.1% | $4,028-71.7% |
| Admin fee / account holder | $840 | $3,104-73.0% | $3,228-74.0% | $5,403-84.5% |