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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 | $36,490 | $46,697-21.9% | $117,533-69.0% | $68,486-46.7% |
| Participation rate | 39.4% | 56.8%-17.4pp | 70.6%-31.2pp | 67.9%-28.5pp |
| Annual return | -14.93% | -14.52%-0.4pp | 29.77%-44.7pp | -7.85%-7.1pp |
| Employer contribution / active EE | $871 | $1,506-42.1% | $4,179-79.2% | $2,597-66.5% |
| Participant deferral / active EE | $2,450 | $2,637-7.1% | $4,072-39.8% | $4,028-39.2% |
| Admin fee / account holder | $3,475 | $4,023-13.6% | $5,647-38.5% | $5,404-35.7% |