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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 | $36,812 | $162,136-77.3% | $152,301-75.8% | $154,746-76.2% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 20.65% | 91.02%-70.4pp | 80.50%-59.9pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,310 | $4,890-73.2% | $4,624-71.7% | $4,379-70.1% |
| Participant deferral / active EE | $2,516 | $8,341-69.8% | $8,004-68.6% | $6,730-62.6% |
| Admin fee / account holder | $1,579 | $15,759-90.0% | $14,398-89.0% | $14,365-89.0% |