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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 | $56,328 | $64,729-13.0% | $112,263-49.8% | $68,490-17.8% |
| Participation rate | 32.3% | 67.2%-34.9pp | 75.1%-42.8pp | 67.9%-35.6pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $903 | $2,746-67.1% | $3,636-75.2% | $2,597-65.2% |
| Participant deferral / active EE | $2,591 | $3,566-27.3% | $4,729-45.2% | $4,028-35.7% |
| Admin fee / account holder | $439 | $5,222-91.6% | $6,410-93.2% | $5,403-91.9% |