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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 | $49,650 | $73,839-32.8% | $143,788-65.5% | $68,495-27.5% |
| Participation rate | 45.5% | 66.7%-21.2pp | 80.3%-34.9pp | 67.9%-22.4pp |
| Annual return | -9.92% | 1.01%-10.9pp | -0.03%-9.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $1,409 | $3,184-55.7% | $4,952-71.5% | $2,596-45.7% |
| Participant deferral / active EE | $3,183 | $3,384-5.9% | $5,638-43.5% | $4,028-21.0% |
| Admin fee / account holder | $4,969 | $5,755-13.7% | $14,675-66.1% | $5,403-8.0% |