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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 | $21,208 | $110,093-80.7% | $97,295-78.2% | $145,897-85.5% |
| Participation rate | 35.7% | 75.9%-40.2pp | 72.7%-36.9pp | 80.3%-44.6pp |
| Annual return | 8.33% | 244.76%-236.4pp | 75.62%-67.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,461 | $4,678-47.4% | $4,264-42.3% | $6,689-63.2% |
| Admin fee / account holder | $19,278 | $6,212+210.3% | $5,646+241.4% | $13,390+44.0% |