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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 | $21,247 | $76,401-72.2% | $106,387-80.0% | $64,181-66.9% |
| Participation rate | 38.5% | 73.5%-35.1pp | 77.5%-39.0pp | 69.6%-31.1pp |
| Annual return | -6.03% | -2.19%-3.8pp | 0.25%-6.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,996 | $4,274-53.3% | $5,421-63.2% | $3,470-42.5% |
| Admin fee / account holder | $757 | $4,610-83.6% | $7,510-89.9% | $4,887-84.5% |