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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 | $34,759 | $46,689-25.6% | $117,498-70.4% | $68,495-49.3% |
| Participation rate | 28.7% | 56.8%-28.1pp | 70.6%-41.9pp | 67.9%-39.2pp |
| Annual return | -17.30% | -14.52%-2.8pp | 29.75%-47.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,068 | $1,505-29.0% | $4,178-74.4% | $2,596-58.9% |
| Participant deferral / active EE | $1,650 | $2,637-37.4% | $4,071-59.5% | $4,028-59.0% |
| Admin fee / account holder | $1,661 | $4,021-58.7% | $5,646-70.6% | $5,403-69.3% |