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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 | $53,685 | $183,539-70.8% | $155,556-65.5% | $145,897-63.2% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.14% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,187 | $5,315-77.7% | $4,675-74.6% | $4,663-74.6% |
| Participant deferral / active EE | $1,451 | $6,467-77.6% | $5,631-74.2% | $6,689-78.3% |
| Admin fee / account holder | $466 | $19,275-97.6% | $15,885-97.1% | $13,390-96.5% |