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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 | $106,355 | $156,398-32.0% | $147,318-27.8% | $138,895-23.4% |
| Participation rate | 30.0% | 83.8%-53.8pp | 82.1%-52.1pp | 79.9%-49.9pp |
| Annual return | 20.35% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,025 | $4,853-78.9% | $4,593-77.7% | $4,194-75.6% |
| Participant deferral / active EE | $1,509 | $8,237-81.7% | $7,906-80.9% | $6,396-76.4% |
| Admin fee / account holder | $1,310 | $14,976-91.3% | $13,708-90.4% | $12,562-89.6% |