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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 | $40,540 | $64,729-37.4% | $112,263-63.9% | $68,490-40.8% |
| Participation rate | 42.1% | 67.2%-25.0pp | 75.1%-33.0pp | 67.9%-25.8pp |
| Annual return | -15.43% | -11.40%-4.0pp | 27.49%-42.9pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,056 | $2,746-61.5% | $3,636-71.0% | $2,597-59.3% |
| Participant deferral / active EE | $2,202 | $3,566-38.2% | $4,729-53.4% | $4,028-45.3% |
| Admin fee / account holder | $3,182 | $5,222-39.1% | $6,410-50.4% | $5,403-41.1% |