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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 | $49,040 | $50,947-3.7% | $74,549-34.2% | $64,173-23.6% |
| Participation rate | 27.6% | 61.1%-33.4pp | 69.1%-41.5pp | 69.6%-41.9pp |
| Annual return | -7.85% | -1.85%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,682 | $2,302-26.9% | $3,108-45.9% | $3,470-51.5% |
| Admin fee / account holder | $977 | $4,221-76.9% | $5,059-80.7% | $4,887-80.0% |