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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 | $75,595 | $162,136-53.4% | $152,301-50.4% | $154,746-51.1% |
| Participation rate | 16.7% | 84.1%-67.4pp | 82.4%-65.8pp | 80.7%-64.0pp |
| Annual return | 18.85% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,000 | $4,890-79.6% | $4,624-78.4% | $4,379-77.2% |
| Participant deferral / active EE | $1,000 | $8,341-88.0% | $8,004-87.5% | $6,730-85.1% |
| Admin fee / account holder | $521 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |