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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 | $42,399 | $73,848-42.6% | $143,799-70.5% | $68,486-38.1% |
| Participation rate | 21.7% | 66.7%-44.9pp | 80.3%-58.6pp | 67.9%-46.2pp |
| Annual return | -15.44% | 0.91%-16.3pp | -0.04%-15.4pp | -7.85%-7.6pp |
| Employer contribution / active EE | $449 | $3,184-85.9% | $4,952-90.9% | $2,597-82.7% |
| Participant deferral / active EE | $1,873 | $3,385-44.6% | $5,638-66.8% | $4,028-53.5% |
| Admin fee / account holder | $1,413 | $5,755-75.5% | $14,677-90.4% | $5,404-73.9% |