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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 | $122,962-68.9% | $71,585-46.6% | $138,895-72.5% |
| Participation rate | 57.1% | 68.9%-11.7pp | 68.2%-11.0pp | 79.9%-22.8pp |
| Annual return | 12.58% | 37.84%-25.3pp | 59.26%-46.7pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $1,669-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,213 | $4,311-48.7% | $2,923-24.3% | $6,396-65.4% |
| Admin fee / account holder | $82,529 | $6,488+1172.0% | $4,712+1651.6% | $12,562+557.0% |