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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 | $49,107 | $185,312-73.5% | $161,489-69.6% | $154,746-68.3% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 10.94% | 103.84%-92.9pp | 89.72%-78.8pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,148 | $4,769-75.9% | $4,268-73.1% | $4,379-73.8% |
| Participant deferral / active EE | $1,933 | $6,350-69.6% | $5,630-65.7% | $6,730-71.3% |
| Admin fee / account holder | $745 | $18,654-96.0% | $16,006-95.3% | $14,365-94.8% |