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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 | $37,528 | $110,410-66.0% | $102,437-63.4% | $145,897-74.3% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.3pp |
| Annual return | 14.84% | 24.85%-10.0pp | 24.95%-10.1pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,365 | $5,622-40.1% | $5,060-33.5% | $6,689-49.7% |
| Admin fee / account holder | $151,449 | $9,745+1454.1% | $8,388+1705.5% | $13,390+1031.0% |