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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 | $38,367 | $73,848-48.0% | $143,799-73.3% | $68,486-44.0% |
| Participation rate | 34.8% | 66.7%-31.9pp | 80.3%-45.5pp | 67.9%-33.1pp |
| Annual return | -17.13% | 0.91%-18.0pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $464 | $3,184-85.4% | $4,952-90.6% | $2,597-82.1% |
| Participant deferral / active EE | $2,150 | $3,385-36.5% | $5,638-61.9% | $4,028-46.6% |
| Admin fee / account holder | $4,449 | $5,755-22.7% | $14,677-69.7% | $5,404-17.7% |