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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 | $25,967 | $208,088-87.5% | $186,193-86.1% | $154,746-83.2% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 8.86% | 89.97%-81.1pp | 78.03%-69.2pp | 172.34%-163.5pp |
| Employer contribution / active EE | $3 | $4,340-99.9% | $3,918-99.9% | $4,379-99.9% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,408 | $11,698-45.2% | $11,058-42.1% | $14,365-55.4% |