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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 | $31,303 | $42,910-27.1% | $60,919-48.6% | $68,490-54.3% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -11.00% | -13.99%+3.0pp | 16.96%-28.0pp | -7.85%-3.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,790 | $2,866-37.5% | $3,814-53.1% | $4,028-55.6% |
| Admin fee / account holder | $15,649 | $3,104+404.1% | $3,228+384.8% | $5,403+189.6% |