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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 | $71,439 | $156,398-54.3% | $147,318-51.5% | $138,895-48.6% |
| Participation rate | 10.0% | 83.8%-73.8pp | 82.1%-72.1pp | 79.9%-69.9pp |
| Annual return | 17.46% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-127.9pp |
| Employer contribution / active EE | $918 | $4,853-81.1% | $4,593-80.0% | $4,194-78.1% |
| Participant deferral / active EE | $1,148 | $8,237-86.1% | $7,906-85.5% | $6,396-82.1% |
| Admin fee / account holder | $1,811 | $14,976-87.9% | $13,708-86.8% | $12,562-85.6% |