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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 | $65,508 | $109,372-40.1% | $89,414-26.7% | $158,966-58.8% |
| Participation rate | 35.0% | 74.3%-39.3pp | 68.0%-33.0pp | 82.0%-47.0pp |
| Annual return | 12.21% | 345.55%-333.3pp | 245.50%-233.3pp | 302.95%-290.7pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $977 | $4,598-78.8% | $3,890-74.9% | $5,983-83.7% |
| Admin fee / account holder | $14,810 | $6,156+140.6% | $4,883+203.3% | $11,250+31.6% |