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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 | $46,885 | $64,729-27.6% | $112,263-58.2% | $68,490-31.5% |
| Participation rate | 45.7% | 67.2%-21.5pp | 75.1%-29.4pp | 67.9%-22.2pp |
| Annual return | -16.21% | -11.40%-4.8pp | 27.49%-43.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,841 | $3,566+35.8% | $4,729+2.4% | $4,028+20.2% |
| Admin fee / account holder | $12,346 | $5,222+136.4% | $6,410+92.6% | $5,403+128.5% |