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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 | $36,748 | $213,785-82.8% | $185,441-80.2% | $155,188-76.3% |
| Participation rate | 35.3% | 83.2%-47.9pp | 80.3%-45.0pp | 80.8%-45.5pp |
| Annual return | 12.75% | 19.97%-7.2pp | 20.16%-7.4pp | 148.84%-136.1pp |
| Employer contribution / active EE | $1,158 | $5,393-78.5% | $4,672-75.2% | $4,248-72.7% |
| Participant deferral / active EE | $1,272 | $6,864-81.5% | $6,152-79.3% | $6,531-80.5% |
| Admin fee / account holder | $11,200 | $21,134-47.0% | $17,890-37.4% | $14,480-22.7% |