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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 | $55,872 | $185,312-69.8% | $161,489-65.4% | $154,746-63.9% |
| Participation rate | 23.8% | 82.5%-58.7pp | 78.7%-54.9pp | 80.7%-56.9pp |
| Annual return | 13.19% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,275 | $4,769-73.3% | $4,268-70.1% | $4,379-70.9% |
| Participant deferral / active EE | $576 | $6,350-90.9% | $5,630-89.8% | $6,730-91.4% |
| Admin fee / account holder | $16,423 | $18,654-12.0% | $16,006+2.6% | $14,365+14.3% |