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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 | $60,296 | $73,019-17.4% | $90,766-33.6% | $68,490-12.0% |
| Participation rate | 37.0% | 70.8%-33.8pp | 75.7%-38.7pp | 67.9%-30.9pp |
| Annual return | -16.27% | -13.81%-2.5pp | -12.16%-4.1pp | -7.85%-8.4pp |
| Employer contribution / active EE | $849 | $2,193-61.3% | $2,922-70.9% | $2,597-67.3% |
| Participant deferral / active EE | $1,765 | $3,626-51.3% | $4,565-61.3% | $4,028-56.2% |
| Admin fee / account holder | $3,753 | $5,897-36.4% | $8,446-55.6% | $5,403-30.5% |