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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 | $30,926 | $162,136-80.9% | $152,301-79.7% | $154,746-80.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 15.00% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,025 | $4,890-79.0% | $4,624-77.8% | $4,379-76.6% |
| Participant deferral / active EE | $2,014 | $8,341-75.9% | $8,004-74.8% | $6,730-70.1% |
| Admin fee / account holder | $10,365 | $15,759-34.2% | $14,398-28.0% | $14,365-27.8% |