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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 | $91,007 | $67,411+35.0% | $91,0040% | $70,126+29.8% |
| Participation rate | 54.8% | 71.4%-16.6pp | 75.6%-20.8pp | 69.5%-14.7pp |
| Annual return | 16.75% | -40.16%+56.9pp | 4.60%+12.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,088 | $2,823+9.4% | $3,548-13.0% | $3,332-7.3% |
| Admin fee / account holder | $5,473 | $4,236+29.2% | $5,417+1.0% | $4,645+17.8% |