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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 | $39,842 | $45,872-13.1% | $77,096-48.3% | $68,486-41.8% |
| Participation rate | 40.0% | 55.9%-15.9pp | 67.9%-27.9pp | 67.9%-27.9pp |
| Annual return | -18.32% | 1.73%-20.0pp | 42.35%-60.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $384 | $1,650-76.7% | $2,814-86.4% | $2,597-85.2% |
| Participant deferral / active EE | $1,538 | $2,963-48.1% | $4,429-65.3% | $4,028-61.8% |
| Admin fee / account holder | $585 | $3,041-80.8% | $5,428-89.2% | $5,404-89.2% |