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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 | $45,482 | $61,660-26.2% | $80,022-43.2% | $64,173-29.1% |
| Participation rate | 42.2% | 71.7%-29.5pp | 75.8%-33.6pp | 69.6%-27.3pp |
| Annual return | -6.55% | -0.33%-6.2pp | 11.22%-17.8pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,189 | $2,968-26.3% | $3,686-40.6% | $3,470-36.9% |
| Admin fee / account holder | $5,926 | $5,417+9.4% | $6,521-9.1% | $4,887+21.2% |