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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 | $160,933+28.7% | $152,301+36.0% | - |
| Participation rate | 59.6% | 72.3%-12.7pp | 82.4%-22.9pp | - |
| Annual return | 17.76% | 10.80%+7.0pp | 80.50%-62.7pp | - |
| Employer contribution / active EE | $1,109 | $3,533-68.6% | $4,624-76.0% | - |
| Participant deferral / active EE | $9,316 | $6,117+52.3% | $8,004+16.4% | - |
| Admin fee / account holder | $15,973 | $9,732+64.1% | $14,398+10.9% | - |