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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 | $110,864 | $154,228-28.1% | $145,433-23.8% | $137,256-19.2% |
| Participation rate | 45.5% | 83.8%-38.3pp | 82.1%-36.7pp | 80.0%-34.5pp |
| Annual return | 12.80% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $902 | $4,804-81.2% | $4,554-80.2% | $4,156-78.3% |
| Participant deferral / active EE | $1,941 | $8,216-76.4% | $7,897-75.4% | $6,407-69.7% |
| Admin fee / account holder | $728 | $14,344-94.9% | $13,129-94.5% | $12,270-94.1% |