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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 | $125,778-86.6% | $114,563-85.3% | $154,746-89.1% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.9%-44.3pp | 80.7%-52.1pp |
| Annual return | 14.00% | 295.14%-281.1pp | 241.09%-227.1pp | 172.34%-158.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,716 | $4,445-61.4% | $4,142-58.6% | $6,730-74.5% |
| Admin fee / account holder | $80,957 | $8,190+888.4% | $7,623+962.0% | $14,365+463.6% |