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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 | $33,637 | $42,909-21.6% | $60,906-44.8% | $68,486-50.9% |
| Participation rate | 27.7% | 66.8%-39.1pp | 73.1%-45.4pp | 67.9%-40.2pp |
| Annual return | -14.03% | -13.99%0pp | 16.94%-31.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $803 | $1,979-59.4% | $2,703-70.3% | $2,597-69.1% |
| Participant deferral / active EE | $1,339 | $2,866-53.3% | $3,814-64.9% | $4,028-66.7% |
| Admin fee / account holder | $1,869 | $3,104-39.8% | $3,227-42.1% | $5,404-65.4% |