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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 | $43,682 | $42,910+1.8% | $60,919-28.3% | $68,490-36.2% |
| Participation rate | 41.8% | 66.8%-25.0pp | 73.1%-31.3pp | 67.9%-26.1pp |
| Annual return | -16.38% | -13.99%-2.4pp | 16.96%-33.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,616 | $2,866+26.2% | $3,814-5.2% | $4,028-10.2% |
| Admin fee / account holder | $13,980 | $3,104+350.3% | $3,228+333.1% | $5,403+158.8% |