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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 | $60,551 | $129,737-53.3% | $119,126-49.2% | $154,746-60.9% |
| Participation rate | 58.8% | 78.9%-20.0pp | 75.8%-16.9pp | 80.7%-21.9pp |
| Annual return | 14.11% | 379.08%-365.0pp | 282.11%-268.0pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,471 | $4,375-66.4% | $4,034-63.5% | $4,379-66.4% |
| Participant deferral / active EE | $1,204 | $5,842-79.4% | $5,318-77.4% | $6,730-82.1% |
| Admin fee / account holder | $479 | $11,961-96.0% | $10,693-95.5% | $14,365-96.7% |