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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 | $175,036+25.4% | $120,225+82.6% | - |
| Participation rate | 13.1% | 60.2%-47.1pp | 69.6%-56.4pp | - |
| Annual return | 12.27% | 15.04%-2.8pp | 439.23%-427.0pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $3,475-100.0% | - |
| Participant deferral / active EE | $1,085 | $3,720-70.8% | $3,999-72.9% | - |
| Admin fee / account holder | $617 | $23,923-97.4% | $5,696-89.2% | - |