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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 | $12,266 | $73,863-83.4% | $143,797-91.5% | $68,490-82.1% |
| Participation rate | 30.6% | 66.7%-36.1pp | 80.3%-49.8pp | 67.9%-37.3pp |
| Annual return | -13.92% | 0.91%-14.8pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,103 | $3,385-37.9% | $5,638-62.7% | $4,028-47.8% |
| Admin fee / account holder | $1,868 | $5,756-67.5% | $14,679-87.3% | $5,403-65.4% |