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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 | $71,128 | $109,908-35.3% | $97,161-26.8% | $145,978-51.3% |
| Participation rate | 22.7% | 75.9%-53.2pp | 72.7%-50.0pp | 80.3%-57.6pp |
| Annual return | 8.68% | 243.80%-235.1pp | 75.36%-66.7pp | 550.52%-541.8pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,531 | $4,679-67.3% | $4,265-64.1% | $6,690-77.1% |
| Admin fee / account holder | $86,698 | $6,213+1295.5% | $5,647+1435.2% | $13,400+547.0% |