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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 | $176,811-19.3% | $147,005-2.9% | - |
| Participation rate | 50.5% | 76.9%-26.4pp | 82.2%-31.7pp | - |
| Annual return | 9.33% | 11.59%-2.3pp | 418.76%-409.4pp | - |
| Employer contribution / active EE | $2,022 | $3,294-38.6% | $4,934-59.0% | - |
| Participant deferral / active EE | $4,733 | $6,900-31.4% | $8,070-41.3% | - |
| Admin fee / account holder | $38,471 | $27,451+40.1% | $13,006+195.8% | - |