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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 | $29,592 | $54,162-45.4% | $68,612-56.9% | $64,173-53.9% |
| Participation rate | 63.3% | 68.1%-4.7pp | 72.2%-8.9pp | 69.6%-6.2pp |
| Annual return | 7.43% | -1.62%+9.1pp | -4.63%+12.1pp | 7.63%-0.2pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,013 | $2,626-23.3% | $3,311-39.2% | $3,470-42.0% |
| Admin fee / account holder | $5,896 | $4,029+46.4% | $5,131+14.9% | $4,887+20.6% |