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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 | $48,649 | $162,136-70.0% | $152,301-68.1% | $154,746-68.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 18.07% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,115 | $4,890-77.2% | $4,624-75.9% | $4,379-74.5% |
| Participant deferral / active EE | $1,709 | $8,341-79.5% | $8,004-78.7% | $6,730-74.6% |
| Admin fee / account holder | $7,940 | $15,759-49.6% | $14,398-44.9% | $14,365-44.7% |