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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 | $38,925 | $61,660-36.9% | $80,022-51.4% | $64,173-39.3% |
| Participation rate | 25.0% | 71.7%-46.7pp | 75.8%-50.8pp | 69.6%-44.6pp |
| Annual return | -3.11% | -0.33%-2.8pp | 11.22%-14.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,570 | $2,968-47.1% | $3,686-57.4% | $3,470-54.7% |
| Admin fee / account holder | $2,015 | $5,417-62.8% | $6,521-69.1% | $4,887-58.8% |