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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 | $14,715 | $49,896-70.5% | $80,627-81.7% | $75,173-80.4% |
| Participation rate | 55.7% | 55.3%+0.3pp | 67.0%-11.3pp | 67.2%-11.5pp |
| Annual return | 16.04% | 34.67%-18.6pp | 936.76%-920.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $639 | $1,699-62.4% | $2,723-76.5% | $2,671-76.1% |
| Participant deferral / active EE | $903 | $2,992-69.8% | $4,443-79.7% | $4,126-78.1% |
| Admin fee / account holder | $10,293 | $3,578+187.7% | $5,381+91.3% | $5,651+82.2% |