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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 | $40,521 | $54,162-25.2% | $68,612-40.9% | $64,173-36.9% |
| Participation rate | 38.9% | 68.1%-29.2pp | 72.2%-33.3pp | 69.6%-30.7pp |
| Annual return | -4.84% | -1.62%-3.2pp | -4.63%-0.2pp | 7.63%-12.5pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,793 | $2,626-31.7% | $3,311-45.9% | $3,470-48.3% |
| Admin fee / account holder | $1,063 | $4,029-73.6% | $5,131-79.3% | $4,887-78.3% |