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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 | $15,786 | $45,872-65.6% | $77,081-79.5% | $68,495-77.0% |
| Participation rate | 46.7% | 55.9%-9.3pp | 67.9%-21.2pp | 67.9%-21.2pp |
| Annual return | -14.56% | 1.73%-16.3pp | 42.33%-56.9pp | -7.84%-6.7pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,326 | $2,963-55.2% | $4,428-70.1% | $4,028-67.1% |
| Admin fee / account holder | $372 | $3,041-87.8% | $5,427-93.1% | $5,403-93.1% |