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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 | $14,608 | $69,248-78.9% | $64,101-77.2% | $139,466-89.5% |
| Participation rate | 57.1% | 75.6%-18.5pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 17.86% | 45.95%-28.1pp | 33.72%-15.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $2,749-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,073 | $4,682-13.0% | $3,881+4.9% | $6,712-39.3% |
| Admin fee / account holder | $86,878 | $4,247+1945.4% | $3,070+2729.6% | $11,409+661.5% |