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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 | $30,476 | $73,848-58.7% | $143,799-78.8% | $68,486-55.5% |
| Participation rate | 38.7% | 66.7%-28.0pp | 80.3%-41.6pp | 67.9%-29.2pp |
| Annual return | -13.88% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $717 | $3,184-77.5% | $4,952-85.5% | $2,597-72.4% |
| Participant deferral / active EE | $2,895 | $3,385-14.5% | $5,638-48.7% | $4,028-28.1% |
| Admin fee / account holder | $8,377 | $5,755+45.6% | $14,677-42.9% | $5,404+55.0% |