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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 | $36,021 | $162,136-77.8% | $152,301-76.3% | $154,746-76.7% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 20.45% | 91.02%-70.6pp | 80.50%-60.1pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,078 | $4,890-57.5% | $4,624-55.1% | $4,379-52.6% |
| Participant deferral / active EE | $2,078 | $8,341-75.1% | $8,004-74.0% | $6,730-69.1% |
| Admin fee / account holder | $353 | $15,759-97.8% | $14,398-97.6% | $14,365-97.5% |