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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 | $162,136-46.1% | $152,301-42.6% | $154,746-43.5% |
| Participation rate | 42.1% | 84.1%-42.0pp | 82.4%-40.3pp | 80.7%-38.6pp |
| Annual return | 14.70% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,073 | $4,890-78.1% | $4,624-76.8% | $4,379-75.5% |
| Participant deferral / active EE | $1,696 | $8,341-79.7% | $8,004-78.8% | $6,730-74.8% |
| Admin fee / account holder | $1,472 | $15,759-90.7% | $14,398-89.8% | $14,365-89.8% |