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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 | $35,415 | $73,848-52.0% | $143,799-75.4% | $68,486-48.3% |
| Participation rate | 22.6% | 66.7%-44.1pp | 80.3%-57.7pp | 67.9%-45.3pp |
| Annual return | -16.94% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $912 | $3,184-71.4% | $4,952-81.6% | $2,597-64.9% |
| Participant deferral / active EE | $1,009 | $3,385-70.2% | $5,638-82.1% | $4,028-74.9% |
| Admin fee / account holder | $2,350 | $5,755-59.2% | $14,677-84.0% | $5,404-56.5% |