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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 | $26,211 | $42,917-38.9% | $60,899-57.0% | $68,495-61.7% |
| Participation rate | 66.7% | 66.8%-0.1pp | 73.1%-6.4pp | 67.9%-1.2pp |
| Annual return | -16.60% | -13.99%-2.6pp | 16.92%-33.5pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,828 | $2,867-36.2% | $3,817-52.1% | $4,028-54.6% |
| Admin fee / account holder | $509 | $3,102-83.6% | $3,225-84.2% | $5,403-90.6% |