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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 | $53,245 | $162,136-67.2% | $152,301-65.0% | $154,746-65.6% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 19.65% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,396 | $4,890-71.5% | $4,624-69.8% | $4,379-68.1% |
| Participant deferral / active EE | $1,396 | $8,341-83.3% | $8,004-82.6% | $6,730-79.3% |
| Admin fee / account holder | $429 | $15,759-97.3% | $14,398-97.0% | $14,365-97.0% |