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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 | $69,288 | $154,228-55.1% | $145,433-52.4% | $137,256-49.5% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 15.07% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,664 | $4,804-65.4% | $4,554-63.5% | $4,156-60.0% |
| Participant deferral / active EE | $2,309 | $8,216-71.9% | $7,897-70.8% | $6,407-64.0% |
| Admin fee / account holder | $341 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |