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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 | $28,758 | $71,873-60.0% | $86,698-66.8% | $68,490-58.0% |
| Participation rate | 31.0% | 72.2%-41.3pp | 76.6%-45.6pp | 67.9%-36.9pp |
| Annual return | -16.30% | 3.54%-19.8pp | 35.96%-52.3pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,590 | $3,779-31.5% | $4,656-44.4% | $4,028-35.7% |
| Admin fee / account holder | $1,009 | $6,110-83.5% | $7,492-86.5% | $5,403-81.3% |