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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 | $155,555-68.7% | $146,866-66.8% | $155,188-68.6% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.5%-37.5pp | 80.8%-35.8pp |
| Annual return | 16.35% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,122 | $4,647-75.9% | $4,425-74.6% | $4,248-73.6% |
| Participant deferral / active EE | $2,387 | $8,044-70.3% | $7,759-69.2% | $6,531-63.5% |
| Admin fee / account holder | $13,437 | $14,755-8.9% | $13,620-1.3% | $14,480-7.2% |