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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 | $33,569 | $43,338-22.5% | $59,887-43.9% | $64,173-47.7% |
| Participation rate | 63.2% | 69.2%-6.0pp | 74.7%-11.5pp | 69.6%-6.4pp |
| Annual return | -3.51% | -1.55%-2.0pp | 3.46%-7.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,096 | $2,547-57.0% | $3,402-67.8% | $3,470-68.4% |
| Admin fee / account holder | $692 | $3,007-77.0% | $3,591-80.7% | $4,887-85.8% |