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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 | $17,602 | $42,910-59.0% | $60,919-71.1% | $68,490-74.3% |
| Participation rate | 38.5% | 66.8%-28.3pp | 73.1%-34.6pp | 67.9%-29.4pp |
| Annual return | -16.69% | -13.99%-2.7pp | 16.96%-33.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $1,437 | $1,978-27.3% | $2,704-46.8% | $2,597-44.6% |
| Participant deferral / active EE | $1,997 | $2,866-30.3% | $3,814-47.6% | $4,028-50.4% |
| Admin fee / account holder | $2,259 | $3,104-27.2% | $3,228-30.0% | $5,403-58.2% |