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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 | $21,209 | $208,088-89.8% | $186,193-88.6% | $154,746-86.3% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 9.10% | 89.97%-80.9pp | 78.03%-68.9pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,814 | $7,078-17.9% | $6,513-10.7% | $6,730-13.6% |
| Admin fee / account holder | $26,772 | $11,698+128.9% | $11,058+142.1% | $14,365+86.4% |