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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $51,535 | $162,136-68.2% | $152,301-66.2% | $154,746-66.7% |
| Participation rate | 47.6% | 84.1%-36.5pp | 82.4%-34.8pp | 80.7%-33.1pp |
| Annual return | 20.03% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,782 | $4,890-63.6% | $4,624-61.5% | $4,379-59.3% |
| Participant deferral / active EE | $2,643 | $8,341-68.3% | $8,004-67.0% | $6,730-60.7% |
| Admin fee / account holder | $17,347 | $15,759+10.1% | $14,398+20.5% | $14,365+20.8% |