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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 | $106,438 | $162,136-34.4% | $152,301-30.1% | $154,746-31.2% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 13.67% | 91.02%-77.4pp | 80.50%-66.8pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,240 | $4,890-74.6% | $4,624-73.2% | $4,379-71.7% |
| Participant deferral / active EE | $1,551 | $8,341-81.4% | $8,004-80.6% | $6,730-77.0% |
| Admin fee / account holder | $2,107 | $15,759-86.6% | $14,398-85.4% | $14,365-85.3% |