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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 | $42,710 | $386,342-88.9% | $189,758-77.5% | - |
| Participation rate | 26.1% | 54.4%-28.3pp | 79.8%-53.7pp | - |
| Annual return | 12.54% | 12.05%+0.5pp | 52.62%-40.1pp | - |
| Employer contribution / active EE | $676 | $1,239-45.4% | $4,767-85.8% | - |
| Participant deferral / active EE | $1,088 | $2,233-51.3% | $5,856-81.4% | - |
| Admin fee / account holder | $2,051 | $181,680-98.9% | $20,388-89.9% | - |