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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 | $10,177 | $79,025-87.1% | - | $273,972-96.3% |
| Participation rate | 31.8% | 74.3%-42.5pp | - | 83.0%-51.2pp |
| Annual return | 4.76% | 18.58%-13.8pp | - | 41.46%-36.7pp |
| Employer contribution / active EE | $435 | $4,094-89.4% | - | $4,869-91.1% |
| Participant deferral / active EE | $1,942 | $3,420-43.2% | - | $5,287-63.3% |
| Admin fee / account holder | $10,451 | $13,337-21.6% | - | $10,133+3.1% |