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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 | $8,004 | $72,071-88.9% | $68,368-88.3% | $137,256-94.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 15.11% | 353.14%-338.0pp | 292.57%-277.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,917 | $4,410-33.9% | $4,123-29.3% | $6,407-54.5% |
| Admin fee / account holder | $14,205 | $5,336+166.2% | $5,150+175.8% | $12,270+15.8% |