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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 | $64,288 | $73,848-12.9% | $143,799-55.3% | $68,486-6.1% |
| Participation rate | 53.2% | 66.7%-13.5pp | 80.3%-27.1pp | 67.9%-14.7pp |
| Annual return | -16.91% | 0.91%-17.8pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $684 | $3,184-78.5% | $4,952-86.2% | $2,597-73.6% |
| Participant deferral / active EE | $3,341 | $3,385-1.3% | $5,638-40.7% | $4,028-17.0% |
| Admin fee / account holder | $2,181 | $5,755-62.1% | $14,677-85.1% | $5,404-59.6% |