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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 | $33,129 | $73,839-55.1% | $143,788-77.0% | $68,495-51.6% |
| Participation rate | 43.6% | 66.7%-23.1pp | 80.3%-36.7pp | 67.9%-24.3pp |
| Annual return | -8.81% | 1.01%-9.8pp | -0.03%-8.8pp | -7.84%-1.0pp |
| Employer contribution / active EE | $418 | $3,184-86.9% | $4,952-91.5% | $2,596-83.9% |
| Participant deferral / active EE | $1,439 | $3,384-57.5% | $5,638-74.5% | $4,028-64.3% |
| Admin fee / account holder | $475 | $5,755-91.7% | $14,675-96.8% | $5,403-91.2% |