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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 | $20,117 | $46,697-56.9% | $117,533-82.9% | $68,486-70.6% |
| Participation rate | 21.6% | 56.8%-35.2pp | 70.6%-49.0pp | 67.9%-46.3pp |
| Annual return | -17.89% | -14.52%-3.4pp | 29.77%-47.7pp | -7.85%-10.0pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,613 | $2,637-38.8% | $4,072-60.4% | $4,028-60.0% |
| Admin fee / account holder | $1,367 | $4,023-66.0% | $5,647-75.8% | $5,404-74.7% |