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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 | $80,790 | $156,318-48.3% | $145,433-44.4% | - |
| Participation rate | 63.6% | 68.6%-5.0pp | 82.1%-18.5pp | - |
| Annual return | 19.23% | 26.27%-7.0pp | 66.58%-47.4pp | - |
| Employer contribution / active EE | $2,301 | $3,387-32.1% | $4,554-49.5% | - |
| Participant deferral / active EE | $4,100 | $6,196-33.8% | $7,897-48.1% | - |
| Admin fee / account holder | $2,174 | $8,746-75.1% | $13,129-83.4% | - |