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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 | $54,494 | $73,546-25.9% | $63,018-13.5% | $147,586-63.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 16.81% | 175.56%-158.8pp | 87.62%-70.8pp | 578.59%-561.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,800 | $4,185+86.4% | $3,330+134.3% | $5,439+43.4% |
| Admin fee / account holder | $105,969 | $5,956+1679.3% | $3,601+2843.0% | $10,886+873.5% |