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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 | $110,039-35.4% | $97,260-26.9% | $145,884-51.2% |
| Participation rate | 22.7% | 75.9%-53.2pp | 72.7%-49.9pp | 80.3%-57.6pp |
| Annual return | 8.68% | 244.44%-235.8pp | 75.54%-66.9pp | 551.85%-543.2pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,721-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,531 | $4,674-67.2% | $4,262-64.1% | $6,690-77.1% |
| Admin fee / account holder | $86,698 | $6,204+1297.6% | $5,640+1437.2% | $13,392+547.4% |