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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 | $16,864 | $101,618-83.4% | $93,063-81.9% | $137,256-87.7% |
| Participation rate | 28.6% | 74.9%-46.4pp | 72.1%-43.5pp | 80.0%-51.4pp |
| Annual return | 14.00% | 223.95%-209.9pp | 34.15%-20.2pp | 220.34%-206.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,716 | $4,279-59.9% | $3,958-56.6% | $6,407-73.2% |
| Admin fee / account holder | $80,957 | $6,198+1206.1% | $6,033+1241.8% | $12,270+559.8% |