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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 | $335,055-87.3% | $150,298-71.6% | - |
| Participation rate | 26.1% | 50.7%-24.6pp | 77.8%-51.7pp | - |
| Annual return | 12.54% | 11.52%+1.0pp | 62.79%-50.2pp | - |
| Employer contribution / active EE | $676 | $931-27.4% | $4,154-83.7% | - |
| Participant deferral / active EE | $1,088 | $1,801-39.6% | $5,453-80.0% | - |
| Admin fee / account holder | $2,051 | $66,580-96.9% | $14,116-85.5% | - |