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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 | $219,562 | $233,029-5.8% | $180,320+21.8% | - |
| Participation rate | 13.1% | 65.5%-52.3pp | 71.5%-58.4pp | - |
| Annual return | 12.27% | 5.57%+6.7pp | 778.54%-766.3pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $4,108-100.0% | - |
| Participant deferral / active EE | $1,085 | $4,212-74.2% | $4,304-74.8% | - |
| Admin fee / account holder | $617 | $49,244-98.7% | $10,000-93.8% | - |