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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 | $77,366 | $56,438+37.1% | $76,872+0.6% | $71,511+8.2% |
| Participation rate | 27.5% | 64.3%-36.8pp | 69.6%-42.1pp | 67.9%-40.4pp |
| Annual return | 18.26% | 19.05%-0.8pp | 37.90%-19.6pp | 28.86%-10.6pp |
| Employer contribution / active EE | $145 | $1,864-92.2% | $2,533-94.3% | $2,589-94.4% |
| Participant deferral / active EE | $2,044 | $3,136-34.8% | $3,832-46.7% | $4,291-52.4% |
| Admin fee / account holder | $638 | $1,430-55.4% | $5,476-88.3% | $1,588-59.8% |