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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 | $29,815 | $97,881-69.5% | $80,004-62.7% | $125,389-76.2% |
| Participation rate | 43.5% | 77.9%-34.4pp | 73.0%-29.5pp | 83.2%-39.7pp |
| Annual return | -0.83% | 9.36%-10.2pp | 7.63%-8.5pp | 282.24%-283.1pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,739 | $3,744-53.5% | $3,204-45.7% | $5,352-67.5% |
| Admin fee / account holder | $682 | $6,278-89.1% | $5,033-86.5% | $9,541-92.9% |