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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 | $36,193 | $81,870-55.8% | $119,634-69.7% | $68,490-47.2% |
| Participation rate | 56.9% | 71.9%-14.9pp | 79.3%-22.3pp | 67.9%-11.0pp |
| Annual return | -15.95% | -23.82%+7.9pp | -14.98%-1.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,442 | $4,148-41.1% | $5,601-56.4% | $4,028-39.4% |
| Admin fee / account holder | $1,295 | $6,583-80.3% | $10,329-87.5% | $5,403-76.0% |