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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 | $52,471 | $140,592-62.7% | $123,105-57.4% | $125,389-58.2% |
| Participation rate | 56.3% | 88.2%-31.9pp | 86.8%-30.5pp | 83.2%-26.9pp |
| Annual return | 4.64% | 16.80%-12.2pp | 13.22%-8.6pp | 282.24%-277.6pp |
| Employer contribution / active EE | $1,322 | $6,041-78.1% | $5,151-74.3% | $4,866-72.8% |
| Participant deferral / active EE | $2,241 | $6,980-67.9% | $6,229-64.0% | $5,352-58.1% |
| Admin fee / account holder | $3,924 | $11,198-65.0% | $9,014-56.5% | $9,541-58.9% |