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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 | $139,806 | $233,029-40.0% | $133,346+4.8% | - |
| Participation rate | 51.5% | 65.5%-13.9pp | 72.8%-21.3pp | - |
| Annual return | 13.49% | 5.57%+7.9pp | 36.85%-23.4pp | - |
| Employer contribution / active EE | $0 | $2,250-100.0% | $2,853-100.0% | - |
| Participant deferral / active EE | $4,990 | $4,212+18.5% | $4,332+15.2% | - |
| Admin fee / account holder | $19,659 | $49,244-60.1% | $14,264+37.8% | - |