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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 | $87,449 | $154,228-43.3% | $145,433-39.9% | $137,256-36.3% |
| Participation rate | 42.1% | 83.8%-41.7pp | 82.1%-40.0pp | 80.0%-37.9pp |
| Annual return | 14.70% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,073 | $4,804-77.7% | $4,554-76.4% | $4,156-74.2% |
| Participant deferral / active EE | $1,696 | $8,216-79.4% | $7,897-78.5% | $6,407-73.5% |
| Admin fee / account holder | $1,472 | $14,344-89.7% | $13,129-88.8% | $12,270-88.0% |