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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 | $25,319 | $48,267-47.5% | $68,794-63.2% | $68,495-63.0% |
| Participation rate | 38.7% | 60.7%-22.0pp | 69.0%-30.3pp | 67.9%-29.2pp |
| Annual return | -16.73% | -12.70%-4.0pp | -6.37%-10.4pp | -7.84%-8.9pp |
| Employer contribution / active EE | $933 | $1,829-49.0% | $2,656-64.9% | $2,596-64.1% |
| Participant deferral / active EE | $2,437 | $2,867-15.0% | $3,941-38.2% | $4,028-39.5% |
| Admin fee / account holder | $6,089 | $4,362+39.6% | $4,934+23.4% | $5,403+12.7% |