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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 | $70,549 | $106,280-33.6% | $96,538-26.9% | $139,487-49.4% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 14.42% | 38.48%-24.1pp | 35.74%-21.3pp | 373.84%-359.4pp |
| Employer contribution / active EE | $270 | $4,107-93.4% | $3,740-92.8% | $4,755-94.3% |
| Participant deferral / active EE | $1,622 | $5,457-70.3% | $4,880-66.8% | $6,713-75.8% |
| Admin fee / account holder | $352,404 | $7,888+4367.6% | $6,737+5130.6% | $11,407+2989.3% |