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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 | $11,056 | $43,333-74.5% | $59,883-81.5% | $64,181-82.8% |
| Participation rate | 48.8% | 69.2%-20.3pp | 74.7%-25.9pp | 69.6%-20.7pp |
| Annual return | -5.25% | -1.55%-3.7pp | 3.46%-8.7pp | 7.63%-12.9pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $791 | $2,547-68.9% | $3,402-76.7% | $3,470-77.2% |
| Admin fee / account holder | $1,133 | $3,006-62.3% | $3,591-68.5% | $4,887-76.8% |