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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 | $60,461 | $48,327+25.1% | $67,575-10.5% | $80,935-25.3% |
| Participation rate | 6.5% | 66.4%-60.0pp | 72.9%-66.5pp | 67.7%-61.2pp |
| Annual return | 11.65% | 18.31%-6.7pp | 3528.98%-3517.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $116 | $2,022-94.3% | $2,736-95.8% | $2,757-95.8% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,261 | $3,692+232.1% | $3,993+207.1% | $6,924+77.1% |