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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 | $28,697 | $95,406-69.9% | $185,849-84.6% | $85,847-66.6% |
| Participation rate | 7.0% | 68.8%-61.7pp | 81.7%-74.7pp | 69.3%-62.3pp |
| Annual return | 12.01% | 23.59%-11.6pp | 122.10%-110.1pp | 318.61%-306.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,030 | $3,424-69.9% | $5,569-81.5% | $3,952-73.9% |
| Admin fee / account holder | $45,725 | $7,214+533.8% | $16,244+181.5% | $6,261+630.4% |