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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 | $43,194 | $175,036-75.3% | $120,225-64.1% | - |
| Participation rate | 18.2% | 60.2%-42.0pp | 69.6%-51.4pp | - |
| Annual return | 10.53% | 15.04%-4.5pp | 439.23%-428.7pp | - |
| Employer contribution / active EE | $739 | $1,949-62.1% | $3,475-78.7% | - |
| Participant deferral / active EE | $1,268 | $3,720-65.9% | $3,999-68.3% | - |
| Admin fee / account holder | $12,163 | $23,923-49.2% | $5,696+113.5% | - |