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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 | $15,687 | $117,433-86.6% | $99,475-84.2% | $152,897-89.7% |
| Participation rate | 20.0% | 77.5%-57.5pp | 73.8%-53.8pp | 82.5%-62.5pp |
| Annual return | 0.00% | 31.87%-31.9pp | 30.72%-30.7pp | 345.43%-345.4pp |
| Employer contribution / active EE | $0 | $3,013-100.0% | $2,540-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,468 | $4,086+58.3% | $3,619+78.7% | $5,851+10.5% |
| Admin fee / account holder | $18,673 | $7,634+144.6% | $6,252+198.7% | $11,599+61.0% |