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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 | $34,525 | $61,125-43.5% | $94,057-63.3% | $87,485-60.5% |
| Participation rate | 3.7% | 64.1%-60.4pp | 73.3%-69.6pp | 68.9%-65.2pp |
| Annual return | 14.15% | 35.20%-21.0pp | 480.62%-466.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,163 | $3,260-33.7% | $4,709-54.1% | $4,274-49.4% |
| Admin fee / account holder | $69,208 | $5,629+1129.6% | $7,244+855.3% | $7,775+790.2% |