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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 | $13,186 | $42,383-68.9% | $76,518-82.8% | $64,173-79.5% |
| Participation rate | 40.5% | 58.1%-17.6pp | 68.0%-27.5pp | 69.6%-29.0pp |
| Annual return | -7.97% | -16.54%+8.6pp | -0.27%-7.7pp | 7.63%-15.6pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,266 | $2,566-50.7% | $3,836-67.0% | $3,470-63.5% |
| Admin fee / account holder | $1,518 | $3,198-52.5% | $4,849-68.7% | $4,887-68.9% |