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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $78,053 | $49,073+59.1% | $75,501+3.4% | - |
| Participation rate | 63.6% | 76.4%-12.7pp | 72.4%-8.7pp | - |
| Annual return | 18.16% | 26.22%-8.1pp | 27.35%-9.2pp | - |
| Employer contribution / active EE | $0 | $3,349-100.0% | $2,352-100.0% | - |
| Participant deferral / active EE | $5,885 | $2,605+125.9% | $3,142+87.3% | - |
| Admin fee / account holder | $3,429 | $1,816+88.9% | $5,801-40.9% | - |