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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 | $43,193 | $73,839-41.5% | $143,788-70.0% | $68,495-36.9% |
| Participation rate | 16.7% | 66.7%-50.0pp | 80.3%-63.6pp | 67.9%-51.2pp |
| Annual return | -13.40% | 1.01%-14.4pp | -0.03%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,601 | $3,184-49.7% | $4,952-67.7% | $2,596-38.3% |
| Participant deferral / active EE | $3,204 | $3,384-5.3% | $5,638-43.2% | $4,028-20.4% |
| Admin fee / account holder | $1,634 | $5,755-71.6% | $14,675-88.9% | $5,403-69.8% |