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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 | $48,730 | $73,009-33.3% | $90,760-46.3% | $68,486-28.8% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.6pp | 67.9%-10.8pp |
| Annual return | -14.93% | -13.81%-1.1pp | -12.16%-2.8pp | -7.85%-7.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,919 | $3,626-47.1% | $4,565-58.0% | $4,028-52.3% |
| Admin fee / account holder | $486 | $5,896-91.8% | $8,444-94.2% | $5,404-91.0% |