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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 | $66,897 | $165,040-59.5% | $155,602-57.0% | - |
| Participation rate | 39.4% | 63.1%-23.7pp | 78.2%-38.8pp | - |
| Annual return | 11.47% | 19.42%-7.9pp | 64.81%-53.3pp | - |
| Employer contribution / active EE | $0 | $2,509-100.0% | $4,675-100.0% | - |
| Participant deferral / active EE | $1,584 | $2,927-45.9% | $5,629-71.9% | - |
| Admin fee / account holder | $5,764 | $96,826-94.0% | $15,923-63.8% | - |