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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 | $37,893 | $73,863-48.7% | $143,797-73.6% | $68,490-44.7% |
| Participation rate | 22.5% | 66.7%-44.2pp | 80.3%-57.8pp | 67.9%-45.4pp |
| Annual return | -11.45% | 0.91%-12.4pp | -0.04%-11.4pp | -7.85%-3.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $934 | $3,385-72.4% | $5,638-83.4% | $4,028-76.8% |
| Admin fee / account holder | $511 | $5,756-91.1% | $14,679-96.5% | $5,403-90.6% |