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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 | $181,004+21.3% | $135,768+61.7% | - |
| Participation rate | 13.1% | 58.9%-45.8pp | 71.1%-57.9pp | - |
| Annual return | 12.27% | 7.93%+4.3pp | 526.10%-513.8pp | - |
| Employer contribution / active EE | $0 | $1,877-100.0% | $3,394-100.0% | - |
| Participant deferral / active EE | $1,085 | $3,727-70.9% | $3,977-72.7% | - |
| Admin fee / account holder | $617 | $33,727-98.2% | $7,048-91.2% | - |