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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 | $10,641 | $42,383-74.9% | $76,518-86.1% | $64,173-83.4% |
| Participation rate | 56.0% | 58.1%-2.1pp | 68.0%-12.0pp | 69.6%-13.6pp |
| Annual return | -0.53% | -16.54%+16.0pp | -0.27%-0.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,719 | $2,566-33.0% | $3,836-55.2% | $3,470-50.4% |
| Admin fee / account holder | $408 | $3,198-87.2% | $4,849-91.6% | $4,887-91.6% |