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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 | $43,801 | $73,710-40.6% | $98,462-55.5% | - |
| Participation rate | 41.4% | 64.9%-23.4pp | 75.2%-33.8pp | - |
| Annual return | 16.50% | 11.66%+4.8pp | 21.17%-4.7pp | - |
| Employer contribution / active EE | $1,163 | $2,125-45.3% | $3,049-61.9% | - |
| Participant deferral / active EE | $1,511 | $4,019-62.4% | $4,738-68.1% | - |
| Admin fee / account holder | $4,480 | $12,790-65.0% | $8,875-49.5% | - |