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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 | $37,321 | $48,267-22.7% | $68,808-45.8% | $68,486-45.5% |
| Participation rate | 37.6% | 60.7%-23.0pp | 69.0%-31.4pp | 67.9%-30.2pp |
| Annual return | -18.10% | -12.70%-5.4pp | -6.37%-11.7pp | -7.85%-10.3pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,656-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,791 | $2,867-2.6% | $3,942-29.2% | $4,028-30.7% |
| Admin fee / account holder | $1,680 | $4,362-61.5% | $4,936-66.0% | $5,404-68.9% |