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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 | $34,655 | $73,863-53.1% | $143,797-75.9% | $68,490-49.4% |
| Participation rate | 43.8% | 66.7%-22.9pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -17.54% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $973 | $3,185-69.5% | $4,952-80.4% | $2,597-62.5% |
| Participant deferral / active EE | $1,925 | $3,385-43.1% | $5,638-65.9% | $4,028-52.2% |
| Admin fee / account holder | $2,262 | $5,756-60.7% | $14,679-84.6% | $5,403-58.1% |