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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 | $37,260 | $67,411-44.7% | $91,004-59.1% | $70,126-46.9% |
| Participation rate | 37.0% | 71.4%-34.3pp | 75.6%-38.6pp | 69.5%-32.5pp |
| Annual return | 13.29% | -40.16%+53.5pp | 4.60%+8.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $984 | $1,786-44.9% | $2,456-59.9% | $2,343-58.0% |
| Participant deferral / active EE | $2,295 | $2,823-18.7% | $3,548-35.3% | $3,332-31.1% |
| Admin fee / account holder | $492 | $4,236-88.4% | $5,417-90.9% | $4,645-89.4% |