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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 | $20,211 | $73,839-72.6% | $143,788-85.9% | $68,495-70.5% |
| Participation rate | 20.7% | 66.7%-46.0pp | 80.3%-59.6pp | 67.9%-47.2pp |
| Annual return | -8.98% | 1.01%-10.0pp | -0.03%-8.9pp | -7.84%-1.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,329 | $3,384-60.7% | $5,638-76.4% | $4,028-67.0% |
| Admin fee / account holder | $1,879 | $5,755-67.3% | $14,675-87.2% | $5,403-65.2% |