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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 | $18,783 | $73,839-74.6% | $143,788-86.9% | $68,495-72.6% |
| Participation rate | 38.2% | 66.7%-28.5pp | 80.3%-42.1pp | 67.9%-29.7pp |
| Annual return | -1.90% | 1.01%-2.9pp | -0.03%-1.9pp | -7.84%+5.9pp |
| Employer contribution / active EE | $777 | $3,184-75.6% | $4,952-84.3% | $2,596-70.1% |
| Participant deferral / active EE | $2,196 | $3,384-35.1% | $5,638-61.0% | $4,028-45.5% |
| Admin fee / account holder | $869 | $5,755-84.9% | $14,675-94.1% | $5,403-83.9% |