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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 | $73,839-58.7% | $143,788-78.8% | $68,495-55.5% |
| Participation rate | 68.9% | 66.7%+2.2pp | 80.3%-11.4pp | 67.9%+1.0pp |
| Annual return | -18.37% | 1.01%-19.4pp | -0.03%-18.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,167 | $3,384-65.5% | $5,638-79.3% | $4,028-71.0% |
| Admin fee / account holder | $3,180 | $5,755-44.7% | $14,675-78.3% | $5,403-41.1% |