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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 | $32,491 | $43,333-25.0% | $59,883-45.7% | $64,181-49.4% |
| Participation rate | 44.4% | 69.2%-24.7pp | 74.7%-30.3pp | 69.6%-25.1pp |
| Annual return | -3.86% | -1.55%-2.3pp | 3.46%-7.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,029-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,356 | $2,547+31.8% | $3,402-1.3% | $3,470-3.3% |
| Admin fee / account holder | $5,303 | $3,006+76.4% | $3,591+47.7% | $4,887+8.5% |