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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 | $30,489 | $73,839-58.7% | $143,788-78.8% | $68,495-55.5% |
| Participation rate | 63.0% | 66.7%-3.7pp | 80.3%-17.4pp | 67.9%-4.9pp |
| Annual return | -11.96% | 1.01%-13.0pp | -0.03%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $871 | $3,184-72.6% | $4,952-82.4% | $2,596-66.5% |
| Participant deferral / active EE | $1,635 | $3,384-51.7% | $5,638-71.0% | $4,028-59.4% |
| Admin fee / account holder | $835 | $5,755-85.5% | $14,675-94.3% | $5,403-84.5% |