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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 | $19,376 | $198,814-90.3% | $198,814-90.3% | $289,147-93.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 75.0%-25.0pp | 80.8%-30.8pp |
| Annual return | 20.62% | 15.34%+5.3pp | 12.03%+8.6pp | 12.61%+8.0pp |
| Employer contribution / active EE | $0 | $13,041-100.0% | $13,041-100.0% | $13,617-100.0% |
| Participant deferral / active EE | $22,250 | $5,545+301.3% | $5,545+301.3% | $5,372+314.2% |
| Admin fee / account holder | $109,340 | $10,102+982.4% | $10,102+982.4% | $23,026+374.9% |