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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 | $30,396 | $35,183-13.6% | $73,550-58.7% | $70,126-56.7% |
| Participation rate | 34.6% | 42.9%-8.3pp | 54.9%-20.3pp | 69.5%-34.9pp |
| Annual return | 0.00% | 26.90%-26.9pp | -15.16%+15.2pp | 73.15%-73.1pp |
| Employer contribution / active EE | $258 | $709-63.5% | $1,219-78.8% | $2,343-89.0% |
| Participant deferral / active EE | $421 | $1,220-65.5% | $1,804-76.7% | $3,332-87.4% |
| Admin fee / account holder | $1,569 | $2,302-31.8% | $2,320-32.4% | $4,645-66.2% |