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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 | $49,609 | $154,228-67.8% | $145,433-65.9% | $137,256-63.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.50% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,217 | $4,804-74.7% | $4,554-73.3% | $4,156-70.7% |
| Participant deferral / active EE | $2,120 | $8,216-74.2% | $7,897-73.2% | $6,407-66.9% |
| Admin fee / account holder | $13,552 | $14,344-5.5% | $13,129+3.2% | $12,270+10.4% |