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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 | $49,858 | $73,019-31.7% | $90,766-45.1% | $68,490-27.2% |
| Participation rate | 27.1% | 70.8%-43.7pp | 75.7%-48.6pp | 67.9%-40.8pp |
| Annual return | -18.11% | -13.81%-4.3pp | -12.16%-6.0pp | -7.85%-10.3pp |
| Employer contribution / active EE | $780 | $2,193-64.4% | $2,922-73.3% | $2,597-70.0% |
| Participant deferral / active EE | $3,140 | $3,626-13.4% | $4,565-31.2% | $4,028-22.1% |
| Admin fee / account holder | $418 | $5,897-92.9% | $8,446-95.1% | $5,403-92.3% |