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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 | $55,872 | $174,379-68.0% | $152,093-63.3% | $138,895-59.8% |
| Participation rate | 23.8% | 81.6%-57.8pp | 77.8%-54.0pp | 79.9%-56.1pp |
| Annual return | 13.19% | 74.86%-61.7pp | 66.36%-53.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,275 | $4,652-72.6% | $4,175-69.5% | $4,194-69.6% |
| Participant deferral / active EE | $576 | $6,159-90.7% | $5,451-89.4% | $6,396-91.0% |
| Admin fee / account holder | $16,423 | $16,880-2.7% | $14,497+13.3% | $12,562+30.7% |