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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 | $51,880 | $157,304-67.0% | $141,197-63.3% | $152,909-66.1% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 26.54% | 64.34%-37.8pp | 71.41%-44.9pp | 345.46%-318.9pp |
| Employer contribution / active EE | $1,007 | $5,263-80.9% | $4,736-78.7% | $4,764-78.9% |
| Participant deferral / active EE | $1,616 | $7,111-77.3% | $6,710-75.9% | $5,851-72.4% |
| Admin fee / account holder | $316 | $12,126-97.4% | $10,265-96.9% | $11,601-97.3% |