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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 | $34,321 | $73,863-53.5% | $143,797-76.1% | $68,490-49.9% |
| Participation rate | 34.7% | 66.7%-31.9pp | 80.3%-45.6pp | 67.9%-33.2pp |
| Annual return | -18.04% | 0.91%-18.9pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $455 | $3,185-85.7% | $4,952-90.8% | $2,597-82.5% |
| Participant deferral / active EE | $1,592 | $3,385-53.0% | $5,638-71.8% | $4,028-60.5% |
| Admin fee / account holder | $903 | $5,756-84.3% | $14,679-93.9% | $5,403-83.3% |