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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 | $44,685 | $53,596-16.6% | $90,657-50.7% | $64,173-30.4% |
| Participation rate | 48.8% | 64.5%-15.7pp | 74.0%-25.2pp | 69.6%-20.8pp |
| Annual return | -3.68% | 4.41%-8.1pp | 1.89%-5.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,283 | $2,459-47.8% | $3,424-62.5% | $3,470-63.0% |
| Admin fee / account holder | $2,426 | $3,868-37.3% | $4,994-51.4% | $4,887-50.4% |