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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 | $32,036 | $46,697-31.4% | $117,533-72.7% | $68,486-53.2% |
| Participation rate | 36.1% | 56.8%-20.7pp | 70.6%-34.5pp | 67.9%-31.8pp |
| Annual return | -17.43% | -14.52%-2.9pp | 29.77%-47.2pp | -7.85%-9.6pp |
| Employer contribution / active EE | $400 | $1,506-73.4% | $4,179-90.4% | $2,597-84.6% |
| Participant deferral / active EE | $1,747 | $2,637-33.8% | $4,072-57.1% | $4,028-56.6% |
| Admin fee / account holder | $2,595 | $4,023-35.5% | $5,647-54.0% | $5,404-52.0% |