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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 | $33,718 | $162,136-79.2% | $152,301-77.9% | $154,746-78.2% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 12.67% | 91.02%-78.4pp | 80.50%-67.8pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,385 | $4,890-71.7% | $4,624-70.1% | $4,379-68.4% |
| Participant deferral / active EE | $2,085 | $8,341-75.0% | $8,004-73.9% | $6,730-69.0% |
| Admin fee / account holder | $2,273 | $15,759-85.6% | $14,398-84.2% | $14,365-84.2% |