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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 | $28,877 | $138,312-79.1% | $122,979-76.5% | $155,188-81.4% |
| Participation rate | 66.7% | 80.2%-13.5pp | 77.2%-10.5pp | 80.8%-14.1pp |
| Annual return | 0.00% | 22.06%-22.1pp | 20.12%-20.1pp | 148.84%-148.8pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $32,992 | $5,592+489.9% | $5,003+559.4% | $6,531+405.1% |
| Admin fee / account holder | $2,151 | $15,089-85.7% | $12,864-83.3% | $14,480-85.1% |