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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 | $183,955 | $190,879-3.6% | $160,009+15.0% | $134,532+36.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $500 | $4,995-90.0% | $4,225-88.2% | $4,741-89.5% |
| Participant deferral / active EE | $1,600 | $6,924-76.9% | $6,183-74.1% | $6,401-75.0% |
| Admin fee / account holder | $51,495 | $10,495+390.7% | $8,715+490.9% | $11,429+350.6% |