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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 | $38,248 | $151,427-74.7% | $112,860-66.1% | $154,746-75.3% |
| Participation rate | 57.1% | 69.1%-12.0pp | 66.3%-9.2pp | 80.7%-23.6pp |
| Annual return | 12.58% | 30.95%-18.4pp | 35.26%-22.7pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,213 | $4,285-48.4% | $3,493-36.6% | $6,730-67.1% |
| Admin fee / account holder | $82,529 | $7,369+1020.0% | $6,841+1106.3% | $14,365+474.5% |