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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 | $36,173 | $73,848-51.0% | $143,799-74.8% | $68,486-47.2% |
| Participation rate | 31.7% | 66.7%-35.0pp | 80.3%-48.6pp | 67.9%-36.2pp |
| Annual return | -7.93% | 0.91%-8.8pp | -0.04%-7.9pp | -7.85%-0.1pp |
| Employer contribution / active EE | $1,020 | $3,184-68.0% | $4,952-79.4% | $2,597-60.7% |
| Participant deferral / active EE | $1,145 | $3,385-66.2% | $5,638-79.7% | $4,028-71.6% |
| Admin fee / account holder | $12,365 | $5,755+114.9% | $14,677-15.8% | $5,404+128.8% |