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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 | $16,532 | $73,848-77.6% | $143,799-88.5% | $68,486-75.9% |
| Participation rate | 42.3% | 66.7%-24.4pp | 80.3%-38.0pp | 67.9%-25.6pp |
| Annual return | -19.11% | 0.91%-20.0pp | -0.04%-19.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,069 | $3,385-38.9% | $5,638-63.3% | $4,028-48.6% |
| Admin fee / account holder | $1,469 | $5,755-74.5% | $14,677-90.0% | $5,404-72.8% |