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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 | $27,882 | $45,872-39.2% | $77,100-63.8% | $68,490-59.3% |
| Participation rate | 50.0% | 55.9%-5.9pp | 67.9%-17.9pp | 67.9%-17.9pp |
| Annual return | -16.73% | 1.73%-18.5pp | 42.35%-59.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,523 | $2,963+18.9% | $4,430-20.5% | $4,028-12.5% |
| Admin fee / account holder | $7,021 | $3,041+130.9% | $5,443+29.0% | $5,403+30.0% |