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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 | $106,378 | $175,036-39.2% | $76,735+38.6% | - |
| Participation rate | 57.6% | 60.2%-2.6pp | 69.5%-11.9pp | - |
| Annual return | 16.16% | 15.04%+1.1pp | 29.77%-13.6pp | - |
| Employer contribution / active EE | $0 | $1,949-100.0% | $2,454-100.0% | - |
| Participant deferral / active EE | $4,823 | $3,720+29.7% | $4,088+18.0% | - |
| Admin fee / account holder | $8,777 | $23,923-63.3% | $7,189+22.1% | - |