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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 | $35,849 | $48,235-25.7% | $68,803-47.9% | $68,490-47.7% |
| Participation rate | 23.4% | 60.7%-37.3pp | 69.0%-45.6pp | 67.9%-44.5pp |
| Annual return | -14.06% | -12.70%-1.4pp | -6.37%-7.7pp | -7.85%-6.2pp |
| Employer contribution / active EE | $975 | $1,829-46.7% | $2,656-63.3% | $2,597-62.5% |
| Participant deferral / active EE | $1,879 | $2,867-34.4% | $3,942-52.3% | $4,028-53.3% |
| Admin fee / account holder | $23,828 | $4,361+446.4% | $4,936+382.8% | $5,403+341.0% |