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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 | $14,334 | $73,839-80.6% | $143,788-90.0% | $68,495-79.1% |
| Participation rate | 31.0% | 66.7%-35.6pp | 80.3%-49.3pp | 67.9%-36.9pp |
| Annual return | -11.07% | 1.01%-12.1pp | -0.03%-11.0pp | -7.84%-3.2pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,906 | $3,384-14.1% | $5,638-48.5% | $4,028-27.9% |
| Admin fee / account holder | $8,262 | $5,755+43.6% | $14,675-43.7% | $5,403+52.9% |