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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 | $52,143 | $59,819-12.8% | $79,583-34.5% | $68,490-23.9% |
| Participation rate | 44.8% | 61.1%-16.2pp | 69.5%-24.7pp | 67.9%-23.1pp |
| Annual return | -17.99% | -12.30%-5.7pp | 0.16%-18.1pp | -7.85%-10.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,540 | $3,025-49.1% | $3,986-61.4% | $4,028-61.8% |
| Admin fee / account holder | $5,485 | $4,835+13.4% | $6,835-19.7% | $5,403+1.5% |