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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 | $147,711-45.3% | $147,318-45.2% | - |
| Participation rate | 63.6% | 70.2%-6.6pp | 82.1%-18.4pp | - |
| Annual return | 19.23% | 31.99%-12.8pp | 70.43%-51.2pp | - |
| Employer contribution / active EE | $2,301 | $3,469-33.7% | $4,593-49.9% | - |
| Participant deferral / active EE | $4,100 | $6,213-34.0% | $7,906-48.1% | - |
| Admin fee / account holder | $2,174 | $9,311-76.6% | $13,708-84.1% | - |