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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 | $142,746 | $180,978-21.1% | $147,117-3.0% | - |
| Participation rate | 50.5% | 77.3%-26.8pp | 82.2%-31.7pp | - |
| Annual return | 9.33% | 12.24%-2.9pp | 420.54%-411.2pp | - |
| Employer contribution / active EE | $2,022 | $3,338-39.4% | $4,932-59.0% | - |
| Participant deferral / active EE | $4,733 | $6,936-31.8% | $8,065-41.3% | - |
| Admin fee / account holder | $38,471 | $27,876+38.0% | $12,993+196.1% | - |