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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 | $33,137 | $84,518-60.8% | $67,704-51.1% | $125,388-73.6% |
| Participation rate | 30.4% | 74.8%-44.3pp | 67.5%-37.1pp | 83.2%-52.8pp |
| Annual return | -0.07% | 2.57%-2.6pp | 25.41%-25.5pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,200 | $4,430-72.9% | $3,585-66.5% | $5,352-77.6% |
| Admin fee / account holder | $1,219 | $5,340-77.2% | $4,255-71.4% | $9,541-87.2% |