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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 | $65,206 | $162,136-59.8% | $152,301-57.2% | $154,746-57.9% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 17.58% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,243 | $4,890-74.6% | $4,624-73.1% | $4,379-71.6% |
| Participant deferral / active EE | $2,485 | $8,341-70.2% | $8,004-68.9% | $6,730-63.1% |
| Admin fee / account holder | $437 | $15,759-97.2% | $14,398-97.0% | $14,365-97.0% |