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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 | $74,661 | $148,623-49.8% | $135,974-45.1% | $139,466-46.5% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 12.61% | 79.30%-66.7pp | 68.30%-55.7pp | 373.66%-361.1pp |
| Employer contribution / active EE | $1,063 | $5,246-79.7% | $4,859-78.1% | $4,754-77.7% |
| Participant deferral / active EE | $2,466 | $8,103-69.6% | $7,760-68.2% | $6,712-63.3% |
| Admin fee / account holder | $12,479 | $12,406+0.6% | $10,767+15.9% | $11,409+9.4% |