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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 | $30,225 | $64,716-53.3% | $112,258-73.1% | $68,495-55.9% |
| Participation rate | 39.5% | 67.2%-27.6pp | 75.1%-35.5pp | 67.9%-28.4pp |
| Annual return | -17.87% | -11.40%-6.5pp | 27.47%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,134 | $2,746-58.7% | $3,636-68.8% | $2,596-56.3% |
| Participant deferral / active EE | $1,967 | $3,565-44.8% | $4,728-58.4% | $4,028-51.2% |
| Admin fee / account holder | $2,303 | $5,232-56.0% | $6,411-64.1% | $5,403-57.4% |