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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 | $198,217-29.5% | $108,359+29.0% | - |
| Participation rate | 51.5% | 59.1%-7.6pp | 70.1%-18.6pp | - |
| Annual return | 13.49% | 9.45%+4.0pp | 36.89%-23.4pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $2,399-100.0% | - |
| Participant deferral / active EE | $4,990 | $3,727+33.9% | $4,137+20.6% | - |
| Admin fee / account holder | $19,659 | $27,022-27.2% | $9,741+101.8% | - |