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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 | $20,958 | $127,273-83.5% | $109,895-80.9% | $167,518-87.5% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.2%-47.0pp | 82.1%-54.8pp |
| Annual return | 8.38% | 22.97%-14.6pp | 29.46%-21.1pp | 478.71%-470.3pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,843-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,238 | $4,515-72.6% | $4,049-69.4% | $6,342-80.5% |
| Admin fee / account holder | $18,650 | $7,117+162.1% | $6,067+207.4% | $12,312+51.5% |