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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 | $18,460 | $140,578-86.9% | $100,671-81.7% | $125,389-85.3% |
| Participation rate | 20.0% | 80.4%-60.4pp | 70.7%-50.7pp | 83.2%-63.2pp |
| Annual return | 1.36% | 24.67%-23.3pp | 20.43%-19.1pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $999 | $3,981-74.9% | $3,144-68.2% | $5,352-81.3% |
| Admin fee / account holder | $35,233 | $6,716+424.6% | $4,850+626.5% | $9,541+269.3% |