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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 | $335,055-77.1% | $150,298-48.9% | - |
| Participation rate | 28.3% | 50.7%-22.4pp | 77.8%-49.5pp | - |
| Annual return | 21.43% | 11.52%+9.9pp | 62.79%-41.4pp | - |
| Employer contribution / active EE | $371 | $931-60.2% | $4,154-91.1% | - |
| Participant deferral / active EE | $1,519 | $1,801-15.6% | $5,453-72.1% | - |
| Admin fee / account holder | $1,965 | $66,580-97.0% | $14,116-86.1% | - |