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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 | $34,640 | $73,863-53.1% | $143,797-75.9% | $68,490-49.4% |
| Participation rate | 57.9% | 66.7%-8.8pp | 80.3%-22.4pp | 67.9%-10.0pp |
| Annual return | -13.96% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,598 | $3,385+6.3% | $5,638-36.2% | $4,028-10.7% |
| Admin fee / account holder | $4,589 | $5,756-20.3% | $14,679-68.7% | $5,403-15.1% |