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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 | $93,476 | $55,230+69.2% | $79,576+17.5% | - |
| Participation rate | 62.6% | 62.4%+0.2pp | 69.5%-6.9pp | - |
| Annual return | -16.54% | -17.05%+0.5pp | 0.15%-16.7pp | - |
| Employer contribution / active EE | $268 | $1,304-79.5% | $2,413-88.9% | - |
| Participant deferral / active EE | $4,579 | $2,804+63.3% | $3,985+14.9% | - |
| Admin fee / account holder | $6,882 | $7,320-6.0% | $6,834+0.7% | - |