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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 | $18,854 | $59,813-68.5% | $79,580-76.3% | $68,486-72.5% |
| Participation rate | 46.4% | 61.1%-14.6pp | 69.5%-23.1pp | 67.9%-21.5pp |
| Annual return | -15.09% | -12.30%-2.8pp | 0.15%-15.2pp | -7.85%-7.2pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,138 | $3,024+3.8% | $3,985-21.3% | $4,028-22.1% |
| Admin fee / account holder | $997 | $4,835-79.4% | $6,835-85.4% | $5,404-81.5% |