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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 | $30,036 | $46,697-35.7% | $117,533-74.4% | $68,486-56.1% |
| Participation rate | 38.2% | 56.8%-18.5pp | 70.6%-32.4pp | 67.9%-29.7pp |
| Annual return | -8.95% | -14.52%+5.6pp | 29.77%-38.7pp | -7.85%-1.1pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,447 | $2,637-45.1% | $4,072-64.5% | $4,028-64.1% |
| Admin fee / account holder | $3,684 | $4,023-8.4% | $5,647-34.8% | $5,404-31.8% |