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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 | $42,813 | $73,848-42.0% | $143,799-70.2% | $68,486-37.5% |
| Participation rate | 43.8% | 66.7%-22.9pp | 80.3%-36.6pp | 67.9%-24.1pp |
| Annual return | -17.97% | 0.91%-18.9pp | -0.04%-17.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $1,414 | $3,184-55.6% | $4,952-71.5% | $2,597-45.6% |
| Participant deferral / active EE | $3,319 | $3,385-1.9% | $5,638-41.1% | $4,028-17.6% |
| Admin fee / account holder | $1,734 | $5,755-69.9% | $14,677-88.2% | $5,404-67.9% |