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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 | $27,840 | $42,909-35.1% | $60,906-54.3% | $68,486-59.3% |
| Participation rate | 42.3% | 66.8%-24.5pp | 73.1%-30.8pp | 67.9%-25.6pp |
| Annual return | -10.79% | -13.99%+3.2pp | 16.94%-27.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,103 | $2,866-61.5% | $3,814-71.1% | $4,028-72.6% |
| Admin fee / account holder | $730 | $3,104-76.5% | $3,227-77.4% | $5,404-86.5% |