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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 | $109,904-35.3% | $97,167-26.8% | $145,959-51.3% |
| Participation rate | 22.7% | 75.9%-53.2pp | 72.7%-50.0pp | 80.3%-57.6pp |
| Annual return | 8.68% | 243.43%-234.7pp | 75.27%-66.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,531 | $4,676-67.3% | $4,264-64.1% | $6,689-77.1% |
| Admin fee / account holder | $86,698 | $6,216+1294.8% | $5,650+1434.4% | $13,398+547.1% |