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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 | $49,241 | $73,863-33.3% | $143,797-65.8% | $68,490-28.1% |
| Participation rate | 34.0% | 66.7%-32.7pp | 80.3%-46.3pp | 67.9%-33.9pp |
| Annual return | -14.13% | 0.91%-15.0pp | -0.04%-14.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $983 | $3,185-69.1% | $4,952-80.1% | $2,597-62.1% |
| Participant deferral / active EE | $1,592 | $3,385-53.0% | $5,638-71.8% | $4,028-60.5% |
| Admin fee / account holder | $11,773 | $5,756+104.5% | $14,679-19.8% | $5,403+117.9% |