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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 | $28,528 | $56,339-49.4% | $104,301-72.6% | $68,495-58.4% |
| Participation rate | 30.8% | 63.3%-32.5pp | 73.3%-42.5pp | 67.9%-37.1pp |
| Annual return | -6.36% | -9.19%+2.8pp | 24.61%-31.0pp | -7.84%+1.5pp |
| Employer contribution / active EE | $923 | $1,960-52.9% | $3,373-72.6% | $2,596-64.5% |
| Participant deferral / active EE | $1,226 | $3,077-60.1% | $4,626-73.5% | $4,028-69.5% |
| Admin fee / account holder | $1,840 | $4,902-62.5% | $7,340-74.9% | $5,403-65.9% |