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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 | $35,726 | $180,101-80.2% | $94,664-62.3% | - |
| Participation rate | 28.3% | 65.2%-37.0pp | 80.8%-52.5pp | - |
| Annual return | 12.53% | 26.77%-14.2pp | 156.84%-144.3pp | - |
| Employer contribution / active EE | $0 | $2,353-100.0% | $3,673-100.0% | - |
| Participant deferral / active EE | $1,177 | $4,104-71.3% | $7,417-84.1% | - |
| Admin fee / account holder | $7,342 | $23,406-68.6% | $7,222+1.7% | - |