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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 | $127,880 | $79,753+60.3% | $106,201+20.4% | - |
| Participation rate | 65.7% | 68.4%-2.7pp | 75.3%-9.6pp | - |
| Annual return | 11.96% | 10.43%+1.5pp | 116.26%-104.3pp | - |
| Employer contribution / active EE | $931 | $2,584-64.0% | $3,170-70.6% | - |
| Participant deferral / active EE | $3,681 | $4,151-11.3% | $5,012-26.6% | - |
| Admin fee / account holder | $21,498 | $4,140+419.3% | $11,039+94.7% | - |