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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 | $29,628 | $50,947-41.8% | $74,551-60.3% | $64,173-53.8% |
| Participation rate | 43.6% | 61.1%-17.5pp | 69.1%-25.6pp | 69.6%-26.0pp |
| Annual return | -1.82% | -1.85%0pp | 32.53%-34.4pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,542 | $2,302+10.4% | $3,108-18.2% | $3,470-26.7% |
| Admin fee / account holder | $1,858 | $4,221-56.0% | $5,059-63.3% | $4,887-62.0% |