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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 | $46,153 | $56,484-18.3% | $169,452-72.8% | $64,173-28.1% |
| Participation rate | 62.1% | 64.5%-2.5pp | 77.8%-15.7pp | 69.6%-7.5pp |
| Annual return | -7.65% | -1.55%-6.1pp | 1.83%-9.5pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,184 | $3,448-36.7% | $5,277-58.6% | $3,470-37.1% |
| Admin fee / account holder | $1,416 | $4,174-66.1% | $9,110-84.5% | $4,887-71.0% |