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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 | $69,678 | $157,296-55.7% | $141,191-50.7% | $152,897-54.4% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | 23.74% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,064 | $5,262-79.8% | $4,736-77.5% | $4,764-77.7% |
| Participant deferral / active EE | $1,858 | $7,111-73.9% | $6,710-72.3% | $5,851-68.2% |
| Admin fee / account holder | $2,230 | $12,125-81.6% | $10,264-78.3% | $11,599-80.8% |