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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 | $48,953 | $162,136-69.8% | $152,301-67.9% | $154,746-68.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 13.43% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $981 | $4,890-79.9% | $4,624-78.8% | $4,379-77.6% |
| Participant deferral / active EE | $1,162 | $8,341-86.1% | $8,004-85.5% | $6,730-82.7% |
| Admin fee / account holder | $5,930 | $15,759-62.4% | $14,398-58.8% | $14,365-58.7% |