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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 | $24,427 | $64,729-62.3% | $112,263-78.2% | $68,490-64.3% |
| Participation rate | 34.0% | 67.2%-33.1pp | 75.1%-41.0pp | 67.9%-33.9pp |
| Annual return | -6.22% | -11.40%+5.2pp | 27.49%-33.7pp | -7.85%+1.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,790 | $3,566-49.8% | $4,729-62.2% | $4,028-55.6% |
| Admin fee / account holder | $27,832 | $5,222+433.0% | $6,410+334.2% | $5,403+415.1% |