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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 | $46,019 | $135,057-65.9% | $98,716-53.4% | - |
| Participation rate | 39.4% | 54.8%-15.5pp | 69.3%-29.9pp | - |
| Annual return | 14.08% | 11.95%+2.1pp | 31.81%-17.7pp | - |
| Employer contribution / active EE | $322 | $831-61.3% | $2,279-85.9% | - |
| Participant deferral / active EE | $2,460 | $3,078-20.1% | $4,048-39.2% | - |
| Admin fee / account holder | $6,395 | $5,301+20.6% | $8,703-26.5% | - |