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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 | $43,881 | $70,983-38.2% | $78,778-44.3% | - |
| Participation rate | 31.3% | 57.2%-25.9pp | 69.2%-37.9pp | - |
| Annual return | 21.72% | 9.28%+12.4pp | 35.62%-13.9pp | - |
| Employer contribution / active EE | $602 | $665-9.5% | $1,986-69.7% | - |
| Participant deferral / active EE | $1,010 | $2,053-50.8% | $2,958-65.9% | - |
| Admin fee / account holder | $1,448 | $4,432-67.3% | $5,134-71.8% | - |