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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 | $81,575 | $162,136-49.7% | $152,301-46.4% | $154,746-47.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 11.88% | 91.02%-79.1pp | 80.50%-68.6pp | 172.34%-160.5pp |
| Employer contribution / active EE | $1,705 | $4,890-65.1% | $4,624-63.1% | $4,379-61.1% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $422 | $15,759-97.3% | $14,398-97.1% | $14,365-97.1% |