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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 | $18,170 | $54,162-66.5% | $68,612-73.5% | $64,173-71.7% |
| Participation rate | 44.2% | 68.1%-23.9pp | 72.2%-28.1pp | 69.6%-25.4pp |
| Annual return | -3.64% | -1.62%-2.0pp | -4.63%+1.0pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,232 | $2,626-15.0% | $3,311-32.6% | $3,470-35.7% |
| Admin fee / account holder | $3,117 | $4,029-22.6% | $5,131-39.3% | $4,887-36.2% |