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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 | $207,172 | $156,318+32.5% | $145,433+42.5% | - |
| Participation rate | 59.6% | 68.6%-9.0pp | 82.1%-22.5pp | - |
| Annual return | 17.76% | 26.27%-8.5pp | 66.58%-48.8pp | - |
| Employer contribution / active EE | $1,109 | $3,387-67.2% | $4,554-75.6% | - |
| Participant deferral / active EE | $9,316 | $6,196+50.3% | $7,897+18.0% | - |
| Admin fee / account holder | $15,973 | $8,746+82.6% | $13,129+21.7% | - |