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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 | $30,362 | $65,092-53.4% | $143,799-78.9% | $66,938-54.6% |
| Participation rate | 35.9% | 65.2%-29.3pp | 80.3%-44.4pp | 69.8%-33.9pp |
| Annual return | -16.28% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.9pp |
| Employer contribution / active EE | $749 | $2,362-68.3% | $4,952-84.9% | $2,545-70.6% |
| Participant deferral / active EE | $2,101 | $2,920-28.0% | $5,638-62.7% | $4,238-50.4% |
| Admin fee / account holder | $2,963 | $502+489.8% | $14,677-79.8% | $594+399.3% |