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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 | $77,580 | $64,739+19.8% | $71,796+8.1% | - |
| Participation rate | 36.4% | 64.9%-28.5pp | 69.1%-32.7pp | - |
| Annual return | 8.30% | 2.75%+5.5pp | 78.04%-69.7pp | - |
| Employer contribution / active EE | $882 | $927-4.9% | $1,924-54.2% | - |
| Participant deferral / active EE | $1,738 | $1,955-11.1% | $2,794-37.8% | - |
| Admin fee / account holder | $1,137 | $2,577-55.9% | $4,815-76.4% | - |