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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 | $39,606 | $59,813-33.8% | $79,580-50.2% | $68,486-42.2% |
| Participation rate | 18.6% | 61.1%-42.5pp | 69.5%-50.9pp | 67.9%-49.3pp |
| Annual return | -16.35% | -12.30%-4.1pp | 0.15%-16.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,121 | $3,024-29.9% | $3,985-46.8% | $4,028-47.3% |
| Admin fee / account holder | $429 | $4,835-91.1% | $6,835-93.7% | $5,404-92.1% |