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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 | $100,739 | $198,217-49.2% | $108,359-7.0% | - |
| Participation rate | 34.3% | 59.1%-24.8pp | 70.1%-35.8pp | - |
| Annual return | 18.90% | 9.45%+9.4pp | 36.89%-18.0pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,399-100.0% | - |
| Participant deferral / active EE | $2,554 | $3,727-31.5% | $4,137-38.3% | - |
| Admin fee / account holder | $2,961 | $27,022-89.0% | $9,741-69.6% | - |