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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 | $80,107 | $198,217-59.6% | $173,730-53.9% | - |
| Participation rate | 40.4% | 59.1%-18.7pp | 79.6%-39.2pp | - |
| Annual return | 12.90% | 9.45%+3.4pp | 19.96%-7.1pp | - |
| Employer contribution / active EE | $987 | $1,858-46.9% | $4,577-78.4% | - |
| Participant deferral / active EE | $1,851 | $3,727-50.3% | $6,326-70.7% | - |
| Admin fee / account holder | $12,535 | $27,022-53.6% | $17,523-28.5% | - |