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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 | $40,282 | $73,839-45.4% | $143,788-72.0% | $68,495-41.2% |
| Participation rate | 21.7% | 66.7%-45.0pp | 80.3%-58.6pp | 67.9%-46.2pp |
| Annual return | -13.90% | 1.01%-14.9pp | -0.03%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $475 | $3,184-85.1% | $4,952-90.4% | $2,596-81.7% |
| Participant deferral / active EE | $999 | $3,384-70.5% | $5,638-82.3% | $4,028-75.2% |
| Admin fee / account holder | $1,868 | $5,755-67.5% | $14,675-87.3% | $5,403-65.4% |