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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 | $20,474 | $42,910-52.3% | $60,919-66.4% | $68,490-70.1% |
| Participation rate | 68.8% | 66.8%+2.0pp | 73.1%-4.4pp | 67.9%+0.9pp |
| Annual return | -15.01% | -13.99%-1.0pp | 16.96%-32.0pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,927 | $2,866+71.9% | $3,814+29.2% | $4,028+22.3% |
| Admin fee / account holder | $1,639 | $3,104-47.2% | $3,228-49.2% | $5,403-69.7% |