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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 | $185,908+11.4% | $146,866+41.1% | - |
| Participation rate | 59.6% | 70.0%-10.5pp | 82.5%-22.9pp | - |
| Annual return | 17.76% | 8.07%+9.7pp | 102.85%-85.1pp | - |
| Employer contribution / active EE | $1,109 | $3,749-70.4% | $4,425-74.9% | - |
| Participant deferral / active EE | $9,316 | $6,765+37.7% | $7,759+20.1% | - |
| Admin fee / account holder | $15,973 | $12,909+23.7% | $13,620+17.3% | - |