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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 | $111,814-66.4% | $103,374-63.7% | $145,959-74.3% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.2pp |
| Annual return | 14.84% | 24.77%-9.9pp | 24.89%-10.0pp | 561.95%-547.1pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,365 | $5,618-40.1% | $5,058-33.5% | $6,689-49.7% |
| Admin fee / account holder | $151,449 | $9,754+1452.6% | $8,394+1704.2% | $13,398+1030.4% |