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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 | $25,485 | $45,566-44.1% | $64,105-60.2% | $59,633-57.3% |
| Participation rate | 31.0% | 60.2%-29.2pp | 68.2%-37.2pp | 68.7%-37.7pp |
| Annual return | -0.91% | 4.95%-5.9pp | 791.24%-792.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,909 | $2,057-7.2% | $2,822-32.3% | $3,192-40.2% |
| Admin fee / account holder | $4,220 | $3,268+29.2% | $4,499-6.2% | $4,297-1.8% |