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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 | $72,876 | $54,380+34.0% | $68,509+6.4% | $59,633+22.2% |
| Participation rate | 12.0% | 70.2%-58.2pp | 74.7%-62.7pp | 68.7%-56.7pp |
| Annual return | -1.32% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,234 | $2,643-53.3% | $3,382-63.5% | $3,192-61.3% |
| Admin fee / account holder | $7,460 | $3,885+92.0% | $5,275+41.4% | $4,297+73.6% |