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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 | $51,849 | $73,848-29.8% | $143,799-63.9% | $68,486-24.3% |
| Participation rate | 25.9% | 66.7%-40.7pp | 80.3%-54.4pp | 67.9%-42.0pp |
| Annual return | -16.72% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $716 | $3,184-77.5% | $4,952-85.5% | $2,597-72.4% |
| Participant deferral / active EE | $984 | $3,385-70.9% | $5,638-82.5% | $4,028-75.6% |
| Admin fee / account holder | $1,017 | $5,755-82.3% | $14,677-93.1% | $5,404-81.2% |