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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 | $16,268 | $73,848-78.0% | $143,799-88.7% | $68,486-76.2% |
| Participation rate | 69.1% | 66.7%+2.5pp | 80.3%-11.2pp | 67.9%+1.2pp |
| Annual return | -12.53% | 0.91%-13.4pp | -0.04%-12.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,120 | $3,385-66.9% | $5,638-80.1% | $4,028-72.2% |
| Admin fee / account holder | $2,357 | $5,755-59.0% | $14,677-83.9% | $5,404-56.4% |