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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 | $43,904 | $73,839-40.5% | $143,788-69.5% | $68,495-35.9% |
| Participation rate | 54.3% | 66.7%-12.4pp | 80.3%-26.0pp | 67.9%-13.6pp |
| Annual return | -17.77% | 1.01%-18.8pp | -0.03%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,143 | $3,184-64.1% | $4,952-76.9% | $2,596-56.0% |
| Participant deferral / active EE | $2,982 | $3,384-11.9% | $5,638-47.1% | $4,028-26.0% |
| Admin fee / account holder | $10,816 | $5,755+88.0% | $14,675-26.3% | $5,403+100.2% |