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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 | $25,566 | $127,790-80.0% | $106,554-76.0% | $167,553-84.7% |
| Participation rate | 20.0% | 78.3%-58.3pp | 76.1%-56.1pp | 82.1%-62.1pp |
| Annual return | 9.56% | 33.88%-24.3pp | 26.80%-17.2pp | 478.89%-469.3pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,400 | $5,088-52.8% | $4,398-45.4% | $6,343-62.2% |
| Admin fee / account holder | $79,253 | $11,231+605.7% | $7,408+969.8% | $12,316+543.5% |