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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 | $37,583 | $101,063-62.8% | $81,473-53.9% | $147,586-74.5% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 16.07% | 32.41%-16.3pp | 38.78%-22.7pp | 578.59%-562.5pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,111 | $4,242-50.2% | $3,537-40.3% | $5,439-61.2% |
| Admin fee / account holder | $91,870 | $5,812+1480.6% | $4,561+1914.1% | $10,886+743.9% |