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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 | $52,580 | $162,136-67.6% | $152,301-65.5% | $154,746-66.0% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 16.60% | 91.02%-74.4pp | 80.50%-63.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $3,973 | $4,890-18.8% | $4,624-14.1% | $4,379-9.3% |
| Participant deferral / active EE | $2,354 | $8,341-71.8% | $8,004-70.6% | $6,730-65.0% |
| Admin fee / account holder | $34,354 | $15,759+118.0% | $14,398+138.6% | $14,365+139.1% |