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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 | $21,418 | $107,809-80.1% | $90,657-76.4% | $135,380-84.2% |
| Participation rate | 30.8% | 78.0%-47.3pp | 74.0%-43.3pp | 82.6%-51.9pp |
| Annual return | -1.28% | -0.90%-0.4pp | 1.89%-3.2pp | 519.81%-521.1pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $602 | $3,872-84.5% | $3,424-82.4% | $5,609-89.3% |
| Admin fee / account holder | $10,430 | $5,931+75.9% | $4,994+108.8% | $10,828-3.7% |