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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 | $24,583 | $64,716-62.0% | $112,258-78.1% | $68,495-64.1% |
| Participation rate | 63.3% | 67.2%-3.9pp | 75.1%-11.8pp | 67.9%-4.6pp |
| Annual return | -16.41% | -11.40%-5.0pp | 27.47%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,226 | $3,565+18.5% | $4,728-10.6% | $4,028+4.9% |
| Admin fee / account holder | $1,973 | $5,232-62.3% | $6,411-69.2% | $5,403-63.5% |