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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 | $27,100 | $100,911-73.1% | $90,440-70.0% | $158,966-83.0% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 10.30% | 1726.62%-1716.3pp | 1294.38%-1284.1pp | 302.95%-292.6pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,860 | $4,348-34.2% | $3,964-27.8% | $5,983-52.2% |
| Admin fee / account holder | $15,339 | $6,507+135.7% | $5,615+173.2% | $11,250+36.3% |