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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 | $46,660 | $64,729-27.9% | $112,263-58.4% | $68,490-31.9% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -12.90% | -11.40%-1.5pp | 27.49%-40.4pp | -7.85%-5.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,629 | $3,566-54.3% | $4,729-65.6% | $4,028-59.6% |
| Admin fee / account holder | $1,484 | $5,222-71.6% | $6,410-76.9% | $5,403-72.5% |