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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 | $34,018 | $185,312-81.6% | $161,489-78.9% | $154,746-78.0% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 17.16% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,139 | $4,769-76.1% | $4,268-73.3% | $4,379-74.0% |
| Participant deferral / active EE | $1,352 | $6,350-78.7% | $5,630-76.0% | $6,730-79.9% |
| Admin fee / account holder | $1,429 | $18,654-92.3% | $16,006-91.1% | $14,365-90.1% |