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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 | $50,989 | $129,737-60.7% | $119,126-57.2% | $154,746-67.0% |
| Participation rate | 57.9% | 78.9%-21.0pp | 75.8%-17.9pp | 80.7%-22.8pp |
| Annual return | 16.47% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $966 | $4,375-77.9% | $4,034-76.1% | $4,379-77.9% |
| Participant deferral / active EE | $1,492 | $5,842-74.5% | $5,318-71.9% | $6,730-77.8% |
| Admin fee / account holder | $1,648 | $11,961-86.2% | $10,693-84.6% | $14,365-88.5% |