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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 | $35,891 | $53,936-33.5% | $68,368-47.5% | - |
| Participation rate | 56.6% | 60.3%-3.8pp | 73.8%-17.2pp | - |
| Annual return | 16.74% | 12.86%+3.9pp | 292.57%-275.8pp | - |
| Employer contribution / active EE | $863 | $2,803-69.2% | $2,649-67.4% | - |
| Participant deferral / active EE | $2,499 | $3,423-27.0% | $4,123-39.4% | - |
| Admin fee / account holder | $2,832 | $3,404-16.8% | $5,150-45.0% | - |