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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 | $36,991 | $71,878-48.5% | $86,698-57.3% | $68,486-46.0% |
| Participation rate | 43.4% | 72.2%-28.9pp | 76.6%-33.2pp | 67.9%-24.5pp |
| Annual return | -17.58% | 3.53%-21.1pp | 35.95%-53.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,809 | $3,779-52.1% | $4,656-61.1% | $4,028-55.1% |
| Admin fee / account holder | $3,037 | $6,113-50.3% | $7,493-59.5% | $5,404-43.8% |