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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 | $47,217 | $45,872+2.9% | $77,081-38.7% | $68,495-31.1% |
| Participation rate | 43.8% | 55.9%-12.2pp | 67.9%-24.2pp | 67.9%-24.1pp |
| Annual return | -10.87% | 1.73%-12.6pp | 42.33%-53.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,813-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,680 | $2,963-43.3% | $4,428-62.1% | $4,028-58.3% |
| Admin fee / account holder | $36,837 | $3,041+1111.3% | $5,427+578.8% | $5,403+581.7% |