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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 | $178,174-79.4% | $156,181-76.5% | $137,256-73.2% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.8%-43.5pp | 80.0%-44.7pp |
| Annual return | 12.75% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,158 | $4,972-76.7% | $4,294-73.0% | $4,156-72.1% |
| Participant deferral / active EE | $1,272 | $6,888-81.5% | $6,132-79.3% | $6,407-80.2% |
| Admin fee / account holder | $11,200 | $17,404-35.6% | $14,586-23.2% | $12,270-8.7% |