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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 | $53,985 | $73,009-26.1% | $90,760-40.5% | $68,486-21.2% |
| Participation rate | 19.2% | 70.8%-51.6pp | 75.7%-56.5pp | 67.9%-48.7pp |
| Annual return | -18.29% | -13.81%-4.5pp | -12.16%-6.1pp | -7.85%-10.4pp |
| Employer contribution / active EE | $940 | $2,193-57.1% | $2,922-67.8% | $2,597-63.8% |
| Participant deferral / active EE | $2,339 | $3,626-35.5% | $4,565-48.8% | $4,028-41.9% |
| Admin fee / account holder | $539 | $5,896-90.9% | $8,444-93.6% | $5,404-90.0% |