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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 | $64,726 | $148,629-56.5% | $135,982-52.4% | $139,487-53.6% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 12.23% | 79.33%-67.1pp | 68.32%-56.1pp | 373.84%-361.6pp |
| Employer contribution / active EE | $1,557 | $5,247-70.3% | $4,859-68.0% | $4,755-67.3% |
| Participant deferral / active EE | $2,077 | $8,102-74.4% | $7,760-73.2% | $6,713-69.1% |
| Admin fee / account holder | $567 | $12,406-95.4% | $10,767-94.7% | $11,407-95.0% |