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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 | $41,830 | $42,383-1.3% | $76,518-45.3% | $64,173-34.8% |
| Participation rate | 23.8% | 58.1%-34.3pp | 68.0%-44.2pp | 69.6%-45.8pp |
| Annual return | -6.49% | -16.54%+10.0pp | -0.27%-6.2pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,046 | $2,566-59.3% | $3,836-72.7% | $3,470-69.9% |
| Admin fee / account holder | $1,720 | $3,198-46.2% | $4,849-64.5% | $4,887-64.8% |