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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 | $91,978 | $63,355+45.2% | $91,9940% | $72,983+26.0% |
| Participation rate | 50.0% | 72.5%-22.5pp | 78.6%-28.6pp | 69.5%-19.5pp |
| Annual return | 21.45% | 35.35%-13.9pp | 69.03%-47.6pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,508 | $4,883-48.6% | $5,923-57.7% | $3,608-30.5% |
| Admin fee / account holder | $1,223 | $4,668-73.8% | $7,743-84.2% | $5,124-76.1% |