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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 | $21,623 | $335,055-93.5% | $150,298-85.6% | - |
| Participation rate | 8.1% | 50.7%-42.6pp | 77.8%-69.7pp | - |
| Annual return | 16.36% | 11.52%+4.8pp | 62.79%-46.4pp | - |
| Employer contribution / active EE | $0 | $931-100.0% | $4,154-100.0% | - |
| Participant deferral / active EE | $293 | $1,801-83.7% | $5,453-94.6% | - |
| Admin fee / account holder | $1,296 | $66,580-98.1% | $14,116-90.8% | - |