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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 | $51,242 | $162,136-68.4% | $152,301-66.4% | $154,746-66.9% |
| Participation rate | 38.9% | 84.1%-45.2pp | 82.4%-43.6pp | 80.7%-41.8pp |
| Annual return | 13.34% | 91.02%-77.7pp | 80.50%-67.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,123 | $4,890-77.0% | $4,624-75.7% | $4,379-74.4% |
| Participant deferral / active EE | $2,011 | $8,341-75.9% | $8,004-74.9% | $6,730-70.1% |
| Admin fee / account holder | $1,461 | $15,759-90.7% | $14,398-89.9% | $14,365-89.8% |