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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 | $52,942 | $162,136-67.3% | $152,301-65.2% | $154,746-65.8% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 16.78% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,085 | $4,890-77.8% | $4,624-76.5% | $4,379-75.2% |
| Participant deferral / active EE | $2,645 | $8,341-68.3% | $8,004-67.0% | $6,730-60.7% |
| Admin fee / account holder | $430 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |