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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,614 | $60,229+67.1% | $90,760+10.9% | - |
| Participation rate | 6.1% | 66.7%-60.6pp | 75.7%-69.6pp | - |
| Annual return | -14.79% | -8.37%-6.4pp | -12.16%-2.6pp | - |
| Employer contribution / active EE | $498 | $1,436-65.3% | $2,922-83.0% | - |
| Participant deferral / active EE | $597 | $3,579-83.3% | $4,565-86.9% | - |
| Admin fee / account holder | $3,126 | $2,834+10.3% | $8,444-63.0% | - |