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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 | $32,973 | $42,909-23.2% | $60,906-45.9% | $68,486-51.9% |
| Participation rate | 54.7% | 66.8%-12.0pp | 73.1%-18.4pp | 67.9%-13.2pp |
| Annual return | -15.94% | -13.99%-1.9pp | 16.94%-32.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $414 | $1,979-79.1% | $2,703-84.7% | $2,597-84.1% |
| Participant deferral / active EE | $1,524 | $2,866-46.8% | $3,814-60.0% | $4,028-62.2% |
| Admin fee / account holder | $1,037 | $3,104-66.6% | $3,227-67.9% | $5,404-80.8% |