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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 | $68,128 | $181,062-62.4% | $158,223-56.9% | $155,188-56.1% |
| Participation rate | 28.6% | 82.7%-54.1pp | 79.2%-50.6pp | 80.8%-52.2pp |
| Annual return | 12.56% | 57.39%-44.8pp | 52.09%-39.5pp | 148.84%-136.3pp |
| Employer contribution / active EE | $1,034 | $4,565-77.4% | $4,109-74.8% | $4,248-75.7% |
| Participant deferral / active EE | $1,478 | $6,134-75.9% | $5,467-73.0% | $6,531-77.4% |
| Admin fee / account holder | $10,612 | $18,825-43.6% | $16,047-33.9% | $14,480-26.7% |