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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 | $27,442 | $106,905-74.3% | $84,020-67.3% | $152,885-82.1% |
| Participation rate | 14.3% | 75.2%-61.0pp | 69.0%-54.7pp | 82.5%-68.2pp |
| Annual return | 20.31% | 105.00%-84.7pp | 71.31%-51.0pp | 345.39%-325.1pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,176 | $4,012-70.7% | $3,239-63.7% | $5,851-79.9% |
| Admin fee / account holder | $63,750 | $8,287+669.3% | $6,101+944.9% | $11,598+449.7% |