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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 | $18,477 | $73,848-75.0% | $143,799-87.2% | $68,486-73.0% |
| Participation rate | 27.3% | 66.7%-39.4pp | 80.3%-53.0pp | 67.9%-40.6pp |
| Annual return | -16.23% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,630 | $3,385-51.9% | $5,638-71.1% | $4,028-59.5% |
| Admin fee / account holder | $880 | $5,755-84.7% | $14,677-94.0% | $5,404-83.7% |