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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 | $29,533 | $73,863-60.0% | $143,797-79.5% | $68,490-56.9% |
| Participation rate | 52.2% | 66.7%-14.5pp | 80.3%-28.1pp | 67.9%-15.7pp |
| Annual return | -17.50% | 0.91%-18.4pp | -0.04%-17.5pp | -7.85%-9.6pp |
| Employer contribution / active EE | $711 | $3,185-77.7% | $4,952-85.6% | $2,597-72.6% |
| Participant deferral / active EE | $3,567 | $3,385+5.4% | $5,638-36.7% | $4,028-11.4% |
| Admin fee / account holder | $2,279 | $5,756-60.4% | $14,679-84.5% | $5,403-57.8% |