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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 | $43,296 | $73,839-41.4% | $143,788-69.9% | $68,495-36.8% |
| Participation rate | 31.6% | 66.7%-35.1pp | 80.3%-48.7pp | 67.9%-36.3pp |
| Annual return | -8.56% | 1.01%-9.6pp | -0.03%-8.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $840 | $3,184-73.6% | $4,952-83.0% | $2,596-67.7% |
| Participant deferral / active EE | $1,235 | $3,384-63.5% | $5,638-78.1% | $4,028-69.3% |
| Admin fee / account holder | $4,327 | $5,755-24.8% | $14,675-70.5% | $5,403-19.9% |