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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 | $45,584 | $65,092-30.0% | $143,799-68.3% | $66,938-31.9% |
| Participation rate | 32.4% | 65.2%-32.8pp | 80.3%-47.9pp | 69.8%-37.4pp |
| Annual return | -17.66% | -11.14%-6.5pp | -0.04%-17.6pp | 1.58%-19.2pp |
| Employer contribution / active EE | $953 | $2,362-59.6% | $4,952-80.7% | $2,545-62.5% |
| Participant deferral / active EE | $1,070 | $2,920-63.3% | $5,638-81.0% | $4,238-74.7% |
| Admin fee / account holder | $1,615 | $502+221.5% | $14,677-89.0% | $594+172.1% |