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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 | $73,557 | $73,863-0.4% | $143,797-48.8% | $68,490+7.4% |
| Participation rate | 32.1% | 66.7%-34.5pp | 80.3%-48.2pp | 67.9%-35.8pp |
| Annual return | -8.51% | 0.91%-9.4pp | -0.04%-8.5pp | -7.85%-0.7pp |
| Employer contribution / active EE | $684 | $3,185-78.5% | $4,952-86.2% | $2,597-73.7% |
| Participant deferral / active EE | $2,176 | $3,385-35.7% | $5,638-61.4% | $4,028-46.0% |
| Admin fee / account holder | $382 | $5,756-93.4% | $14,679-97.4% | $5,403-92.9% |