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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 | $46,708 | $161,470-71.1% | $121,220-61.5% | - |
| Participation rate | 34.3% | 52.1%-17.7pp | 71.8%-37.4pp | - |
| Annual return | -6.53% | -4.08%-2.4pp | 16.94%-23.5pp | - |
| Employer contribution / active EE | $185 | $1,032-82.0% | $4,023-95.4% | - |
| Participant deferral / active EE | $1,629 | $1,577+3.3% | $3,345-51.3% | - |
| Admin fee / account holder | $1,250 | $10,656-88.3% | $5,021-75.1% | - |