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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 | $48,225 | $175,036-72.4% | $120,225-59.9% | - |
| Participation rate | 43.4% | 60.2%-16.8pp | 69.6%-26.1pp | - |
| Annual return | 20.31% | 15.04%+5.3pp | 439.23%-418.9pp | - |
| Employer contribution / active EE | $996 | $1,949-48.9% | $3,475-71.3% | - |
| Participant deferral / active EE | $1,614 | $3,720-56.6% | $3,999-59.6% | - |
| Admin fee / account holder | $3,810 | $23,923-84.1% | $5,696-33.1% | - |