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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 | $40,922 | $73,839-44.6% | $143,788-71.5% | $68,495-40.3% |
| Participation rate | 32.3% | 66.7%-34.4pp | 80.3%-48.1pp | 67.9%-35.6pp |
| Annual return | -17.92% | 1.01%-18.9pp | -0.03%-17.9pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,346 | $3,184-57.7% | $4,952-72.8% | $2,596-48.2% |
| Participant deferral / active EE | $1,428 | $3,384-57.8% | $5,638-74.7% | $4,028-64.5% |
| Admin fee / account holder | $5,864 | $5,755+1.9% | $14,675-60.0% | $5,403+8.5% |