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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 | $84,313 | $201,779-58.2% | $122,354-31.1% | - |
| Participation rate | 45.5% | 56.6%-11.2pp | 71.6%-26.2pp | - |
| Annual return | 15.84% | 8.40%+7.4pp | 30.28%-14.4pp | - |
| Employer contribution / active EE | $1,026 | $824+24.4% | $4,051-74.7% | - |
| Participant deferral / active EE | $2,475 | $2,052+20.6% | $3,287-24.7% | - |
| Admin fee / account holder | $646 | $7,177-91.0% | $5,479-88.2% | - |