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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 | $37,536 | $50,947-26.3% | $74,549-49.6% | $64,173-41.5% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.1%-38.4pp | 69.6%-38.8pp |
| Annual return | -5.80% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,471 | $2,302-36.1% | $3,108-52.7% | $3,470-57.6% |
| Admin fee / account holder | $1,309 | $4,221-69.0% | $5,059-74.1% | $4,887-73.2% |