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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 | $62,558 | $159,978-60.9% | $147,041-57.5% | $145,978-57.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.41% | 98.36%-87.0pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,466 | $5,288-72.3% | $4,935-70.3% | $4,662-68.5% |
| Participant deferral / active EE | $2,394 | $8,429-71.6% | $8,071-70.3% | $6,690-64.2% |
| Admin fee / account holder | $1,038 | $15,053-93.1% | $13,006-92.0% | $13,400-92.3% |