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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 | $73,702 | $31,388+134.8% | $73,550+0.2% | $62,293+18.3% |
| Participation rate | 12.9% | 39.9%-27.0pp | 54.9%-42.1pp | 69.5%-56.6pp |
| Annual return | 19.46% | 25.34%-5.9pp | -15.16%+34.6pp | 28.90%-9.4pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $692 | $1,028-32.7% | $1,804-61.6% | $3,169-78.2% |
| Admin fee / account holder | $2,112 | $299+605.5% | $2,320-8.9% | $479+340.6% |