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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 | $83,785 | $162,136-48.3% | $152,301-45.0% | $154,746-45.9% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 12.21% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,432 | $4,890-70.7% | $4,624-69.0% | $4,379-67.3% |
| Participant deferral / active EE | $1,990 | $8,341-76.1% | $8,004-75.1% | $6,730-70.4% |
| Admin fee / account holder | $35,175 | $15,759+123.2% | $14,398+144.3% | $14,365+144.9% |