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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 | $31,739 | $155,555-79.6% | $146,866-78.4% | $155,188-79.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 14.97% | 115.41%-100.4pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,167 | $4,647-74.9% | $4,425-73.6% | $4,248-72.5% |
| Participant deferral / active EE | $1,433 | $8,044-82.2% | $7,759-81.5% | $6,531-78.1% |
| Admin fee / account holder | $1,538 | $14,755-89.6% | $13,620-88.7% | $14,480-89.4% |