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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 | $33,141 | $73,848-55.1% | $143,799-77.0% | $68,486-51.6% |
| Participation rate | 52.9% | 66.7%-13.7pp | 80.3%-27.4pp | 67.9%-15.0pp |
| Annual return | -17.16% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $539 | $3,184-83.1% | $4,952-89.1% | $2,597-79.2% |
| Participant deferral / active EE | $1,340 | $3,385-60.4% | $5,638-76.2% | $4,028-66.7% |
| Admin fee / account holder | $353 | $5,755-93.9% | $14,677-97.6% | $5,404-93.5% |