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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 | $57,463 | $181,004-68.3% | $135,768-57.7% | - |
| Participation rate | 38.4% | 58.9%-20.6pp | 71.1%-32.7pp | - |
| Annual return | 9.73% | 7.93%+1.8pp | 526.10%-516.4pp | - |
| Employer contribution / active EE | $993 | $1,877-47.1% | $3,394-70.7% | - |
| Participant deferral / active EE | $1,762 | $3,727-52.7% | $3,977-55.7% | - |
| Admin fee / account holder | $2,647 | $33,727-92.2% | $7,048-62.4% | - |