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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 | $67,571 | $67,6020% | $82,312-17.9% | $70,126-3.6% |
| Participation rate | 61.9% | 72.8%-10.9pp | 76.9%-15.0pp | 69.5%-7.6pp |
| Annual return | 13.62% | 21.57%-7.9pp | 25.88%-12.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,385 | $2,987+80.3% | $3,706+45.3% | $3,332+61.6% |
| Admin fee / account holder | $2,889 | $4,512-36.0% | $5,608-48.5% | $4,645-37.8% |