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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 | $76,735 | $179,444-57.2% | $124,206-38.2% | - |
| Participation rate | 10.1% | 59.5%-49.4pp | 69.6%-59.5pp | - |
| Annual return | 17.97% | 15.96%+2.0pp | 515.27%-497.3pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,540-100.0% | - |
| Participant deferral / active EE | $802 | $3,588-77.6% | $3,968-79.8% | - |
| Admin fee / account holder | $1,301 | $21,474-93.9% | $5,929-78.1% | - |