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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 | $24,683 | $54,162-54.4% | $68,612-64.0% | $64,173-61.5% |
| Participation rate | 57.1% | 68.1%-10.9pp | 72.2%-15.1pp | 69.6%-12.4pp |
| Annual return | -3.72% | -1.62%-2.1pp | -4.63%+0.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,056 | $2,626-21.7% | $3,311-37.9% | $3,470-40.7% |
| Admin fee / account holder | $1,585 | $4,029-60.7% | $5,131-69.1% | $4,887-67.6% |