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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 | $34,857 | $62,586-44.3% | $76,766-54.6% | $64,181-45.7% |
| Participation rate | 48.1% | 72.8%-24.7pp | 77.0%-28.9pp | 69.6%-21.5pp |
| Annual return | -7.16% | -1.95%-5.2pp | 2.43%-9.6pp | 7.63%-14.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,725 | $3,145-45.1% | $3,851-55.2% | $3,470-50.3% |
| Admin fee / account holder | $462 | $4,667-90.1% | $6,675-93.1% | $4,887-90.5% |