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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 | $34,995 | $61,660-43.2% | $80,022-56.3% | $64,181-45.5% |
| Participation rate | 42.6% | 71.7%-29.1pp | 75.8%-33.2pp | 69.6%-27.0pp |
| Annual return | -5.42% | -0.33%-5.1pp | 11.22%-16.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,015 | $2,968-32.1% | $3,686-45.3% | $3,470-41.9% |
| Admin fee / account holder | $3,573 | $5,417-34.0% | $6,521-45.2% | $4,887-26.9% |