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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 | $46,305 | $71,873-35.6% | $86,698-46.6% | $68,490-32.4% |
| Participation rate | 41.9% | 72.2%-30.3pp | 76.6%-34.7pp | 67.9%-26.0pp |
| Annual return | -14.46% | 3.54%-18.0pp | 35.96%-50.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,025 | $3,779-20.0% | $4,656-35.0% | $4,028-24.9% |
| Admin fee / account holder | $3,303 | $6,110-45.9% | $7,492-55.9% | $5,403-38.9% |