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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 | $39,654 | $73,839-46.3% | $143,788-72.4% | $68,495-42.1% |
| Participation rate | 51.7% | 66.7%-15.0pp | 80.3%-28.6pp | 67.9%-16.2pp |
| Annual return | -17.66% | 1.01%-18.7pp | -0.03%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,034 | $3,184-67.5% | $4,952-79.1% | $2,596-60.2% |
| Participant deferral / active EE | $2,380 | $3,384-29.7% | $5,638-57.8% | $4,028-40.9% |
| Admin fee / account holder | $1,924 | $5,755-66.6% | $14,675-86.9% | $5,403-64.4% |