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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 | $38,427 | $59,819-35.8% | $79,583-51.7% | $68,490-43.9% |
| Participation rate | 22.8% | 61.1%-38.3pp | 69.5%-46.7pp | 67.9%-45.1pp |
| Annual return | -13.33% | -12.30%-1.0pp | 0.16%-13.5pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,414-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,635 | $3,025-45.9% | $3,986-59.0% | $4,028-59.4% |
| Admin fee / account holder | $7,128 | $4,835+47.4% | $6,835+4.3% | $5,403+31.9% |