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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 | $76,867 | $386,342-80.1% | $189,758-59.5% | - |
| Participation rate | 28.3% | 54.4%-26.1pp | 79.8%-51.5pp | - |
| Annual return | 21.43% | 12.05%+9.4pp | 52.62%-31.2pp | - |
| Employer contribution / active EE | $371 | $1,239-70.1% | $4,767-92.2% | - |
| Participant deferral / active EE | $1,519 | $2,233-32.0% | $5,856-74.1% | - |
| Admin fee / account holder | $1,965 | $181,680-98.9% | $20,388-90.4% | - |