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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 | $31,200 | $42,909-27.3% | $60,906-48.8% | $68,486-54.4% |
| Participation rate | 38.2% | 66.8%-28.5pp | 73.1%-34.9pp | 67.9%-29.7pp |
| Annual return | -16.73% | -13.99%-2.7pp | 16.94%-33.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $1,023 | $1,979-48.3% | $2,703-62.2% | $2,597-60.6% |
| Participant deferral / active EE | $1,857 | $2,866-35.2% | $3,814-51.3% | $4,028-53.9% |
| Admin fee / account holder | $3,842 | $3,104+23.8% | $3,227+19.1% | $5,404-28.9% |