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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 | $48,709 | $162,136-70.0% | $152,301-68.0% | $154,746-68.5% |
| Participation rate | 45.0% | 84.1%-39.1pp | 82.4%-37.4pp | 80.7%-35.7pp |
| Annual return | 16.35% | 91.02%-74.7pp | 80.50%-64.2pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,122 | $4,890-77.1% | $4,624-75.7% | $4,379-74.4% |
| Participant deferral / active EE | $2,387 | $8,341-71.4% | $8,004-70.2% | $6,730-64.5% |
| Admin fee / account holder | $13,437 | $15,759-14.7% | $14,398-6.7% | $14,365-6.5% |