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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 | $21,903 | $81,696-73.2% | $70,494-68.9% | $158,982-86.2% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 16.92% | 208.70%-191.8pp | 109.16%-92.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $12,007 | $4,558+163.4% | $3,711+223.6% | $5,983+100.7% |
| Admin fee / account holder | $220,558 | $6,200+3457.6% | $3,848+5631.9% | $11,252+1860.2% |