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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 | $32,550 | $42,909-24.1% | $60,906-46.6% | $68,486-52.5% |
| Participation rate | 37.3% | 66.8%-29.5pp | 73.1%-35.8pp | 67.9%-30.6pp |
| Annual return | -12.20% | -13.99%+1.8pp | 16.94%-29.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $430 | $1,979-78.3% | $2,703-84.1% | $2,597-83.5% |
| Participant deferral / active EE | $1,768 | $2,866-38.3% | $3,814-53.6% | $4,028-56.1% |
| Admin fee / account holder | $4,391 | $3,104+41.5% | $3,227+36.1% | $5,404-18.7% |