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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 | $48,709 | $154,228-68.4% | $145,433-66.5% | $137,256-64.5% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.1%-37.1pp | 80.0%-35.0pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,122 | $4,804-76.6% | $4,554-75.4% | $4,156-73.0% |
| Participant deferral / active EE | $2,387 | $8,216-71.0% | $7,897-69.8% | $6,407-62.8% |
| Admin fee / account holder | $13,437 | $14,344-6.3% | $13,129+2.3% | $12,270+9.5% |