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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 | $30,431 | $93,117-67.3% | $77,096-60.5% | $134,532-77.4% |
| Participation rate | 44.4% | 74.5%-30.1pp | 67.9%-23.5pp | 81.2%-36.8pp |
| Annual return | -16.66% | 62.67%-79.3pp | 42.35%-59.0pp | 418.27%-434.9pp |
| Employer contribution / active EE | $139 | $3,420-95.9% | $2,814-95.1% | $4,741-97.1% |
| Participant deferral / active EE | $1,391 | $5,241-73.5% | $4,429-68.6% | $6,401-78.3% |
| Admin fee / account holder | $427 | $6,948-93.8% | $5,428-92.1% | $11,429-96.3% |