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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 | $41,607 | $42,909-3.0% | $60,906-31.7% | $68,486-39.2% |
| Participation rate | 41.9% | 66.8%-24.9pp | 73.1%-31.2pp | 67.9%-26.0pp |
| Annual return | -14.14% | -13.99%-0.1pp | 16.94%-31.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $1,210 | $1,979-38.9% | $2,703-55.3% | $2,597-53.4% |
| Participant deferral / active EE | $2,927 | $2,866+2.1% | $3,814-23.3% | $4,028-27.3% |
| Admin fee / account holder | $1,808 | $3,104-41.8% | $3,227-44.0% | $5,404-66.6% |