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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 | $37,018 | $71,878-48.5% | $86,698-57.3% | $68,486-45.9% |
| Participation rate | 46.2% | 72.2%-26.1pp | 76.6%-30.4pp | 67.9%-21.7pp |
| Annual return | -16.81% | 3.53%-20.3pp | 35.95%-52.8pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,424 | $3,779-9.4% | $4,656-26.5% | $4,028-15.0% |
| Admin fee / account holder | $349 | $6,113-94.3% | $7,493-95.3% | $5,404-93.5% |