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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 | $90,507 | $86,298+4.9% | $111,308-18.7% | $85,847+5.4% |
| Participation rate | 46.7% | 73.3%-26.7pp | 77.3%-30.7pp | 69.3%-22.7pp |
| Annual return | 14.39% | 19.99%-5.6pp | 54.67%-40.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,370 | $3,641+47.5% | $4,487+19.7% | $3,952+35.9% |
| Admin fee / account holder | $402 | $8,189-95.1% | $7,965-95.0% | $6,261-93.6% |