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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 | $44,851 | $162,136-72.3% | $152,301-70.6% | $154,746-71.0% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 12.81% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $4,843 | $4,890-1.0% | $4,624+4.7% | $4,379+10.6% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,657 | $15,759-83.1% | $14,398-81.5% | $14,365-81.5% |