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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 | $30,512 | $73,848-58.7% | $143,799-78.8% | $68,486-55.4% |
| Participation rate | 68.9% | 66.7%+2.2pp | 80.3%-11.4pp | 67.9%+1.0pp |
| Annual return | -18.37% | 0.91%-19.3pp | -0.04%-18.3pp | -7.85%-10.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,167 | $3,385-65.5% | $5,638-79.3% | $4,028-71.0% |
| Admin fee / account holder | $3,180 | $5,755-44.7% | $14,677-78.3% | $5,404-41.1% |