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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 | $49,907 | $139,948-64.3% | $121,663-59.0% | $154,746-67.7% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.5%-24.5pp | 80.7%-30.7pp |
| Annual return | 17.57% | 230.52%-212.9pp | 147.54%-130.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,285 | $3,521-63.5% | $3,020-57.5% | $4,379-70.7% |
| Participant deferral / active EE | $1,619 | $5,629-71.2% | $4,887-66.9% | $6,730-76.0% |
| Admin fee / account holder | $777 | $17,321-95.5% | $14,289-94.6% | $14,365-94.6% |