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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 | $40,410 | $81,870-50.6% | $119,622-66.2% | $68,486-41.0% |
| Participation rate | 30.8% | 71.9%-41.1pp | 79.3%-48.5pp | 67.9%-37.1pp |
| Annual return | -18.40% | -23.82%+5.4pp | -14.98%-3.4pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,056 | $4,148-50.4% | $5,601-63.3% | $4,028-49.0% |
| Admin fee / account holder | $5,424 | $6,583-17.6% | $10,328-47.5% | $5,404+0.4% |