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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 | $32,977 | $46,697-29.4% | $117,533-71.9% | $68,486-51.8% |
| Participation rate | 37.5% | 56.8%-19.3pp | 70.6%-33.1pp | 67.9%-30.4pp |
| Annual return | 1.40% | -14.52%+15.9pp | 29.77%-28.4pp | -7.85%+9.3pp |
| Employer contribution / active EE | $557 | $1,506-63.0% | $4,179-86.7% | $2,597-78.5% |
| Participant deferral / active EE | $2,235 | $2,637-15.3% | $4,072-45.1% | $4,028-44.5% |
| Admin fee / account holder | $430 | $4,023-89.3% | $5,647-92.4% | $5,404-92.0% |