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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 | $26,732 | $73,848-63.8% | $143,799-81.4% | $68,486-61.0% |
| Participation rate | 35.4% | 66.7%-31.2pp | 80.3%-44.9pp | 67.9%-32.5pp |
| Annual return | -16.01% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,338 | $3,385-60.5% | $5,638-76.3% | $4,028-66.8% |
| Admin fee / account holder | $3,014 | $5,755-47.6% | $14,677-79.5% | $5,404-44.2% |