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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 | $41,917 | $73,848-43.2% | $143,799-70.9% | $68,486-38.8% |
| Participation rate | 10.5% | 66.7%-56.1pp | 80.3%-69.8pp | 67.9%-57.4pp |
| Annual return | -14.21% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $451 | $3,184-85.9% | $4,952-90.9% | $2,597-82.6% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,898 | $5,755-14.9% | $14,677-66.6% | $5,404-9.4% |