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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 | $32,314 | $43,344-25.4% | $59,899-46.1% | $64,173-49.6% |
| Participation rate | 35.5% | 69.2%-33.7pp | 74.7%-39.2pp | 69.6%-34.1pp |
| Annual return | -4.02% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,356 | $2,547+31.8% | $3,402-1.4% | $3,470-3.3% |
| Admin fee / account holder | $2,134 | $3,008-29.1% | $3,592-40.6% | $4,887-56.3% |