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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 | $64,135 | $148,623-56.8% | $135,974-52.8% | $139,466-54.0% |
| Participation rate | 61.5% | 83.9%-22.3pp | 81.9%-20.4pp | 80.3%-18.8pp |
| Annual return | 12.69% | 79.30%-66.6pp | 68.30%-55.6pp | 373.66%-361.0pp |
| Employer contribution / active EE | $1,254 | $5,246-76.1% | $4,859-74.2% | $4,754-73.6% |
| Participant deferral / active EE | $1,568 | $8,103-80.6% | $7,760-79.8% | $6,712-76.6% |
| Admin fee / account holder | $409 | $12,406-96.7% | $10,767-96.2% | $11,409-96.4% |