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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 | $48,588 | $48,364+0.5% | $71,796-32.3% | $62,881-22.7% |
| Participation rate | 69.7% | 60.6%+9.0pp | 69.1%+0.6pp | 69.3%+0.4pp |
| Annual return | 12.52% | 13.16%-0.6pp | 78.04%-65.5pp | 20.14%-7.6pp |
| Employer contribution / active EE | $2,208 | $1,042+111.9% | $1,924+14.7% | $2,281-3.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,290 | $3,771-65.8% | $4,815-73.2% | $4,296-70.0% |