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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 | $37,746 | $71,873-47.5% | $86,698-56.5% | $68,490-44.9% |
| Participation rate | 27.3% | 72.2%-45.0pp | 76.6%-49.3pp | 67.9%-40.6pp |
| Annual return | -15.63% | 3.54%-19.2pp | 35.96%-51.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,139 | $3,779-43.4% | $4,656-54.1% | $4,028-46.9% |
| Admin fee / account holder | $4,853 | $6,110-20.6% | $7,492-35.2% | $5,403-10.2% |