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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 | $42,166 | $46,697-9.7% | $117,529-64.1% | $68,490-38.4% |
| Participation rate | 35.6% | 56.8%-21.2pp | 70.6%-35.0pp | 67.9%-32.3pp |
| Annual return | -17.61% | -14.52%-3.1pp | 29.77%-47.4pp | -7.85%-9.8pp |
| Employer contribution / active EE | $563 | $1,506-62.6% | $4,179-86.5% | $2,597-78.3% |
| Participant deferral / active EE | $1,492 | $2,637-43.4% | $4,072-63.4% | $4,028-63.0% |
| Admin fee / account holder | $5,808 | $4,023+44.4% | $5,645+2.9% | $5,403+7.5% |