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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 | $61,689 | $162,136-62.0% | $152,301-59.5% | $154,746-60.1% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 14.42% | 91.02%-76.6pp | 80.50%-66.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $1,040 | $4,890-78.7% | $4,624-77.5% | $4,379-76.3% |
| Participant deferral / active EE | $1,040 | $8,341-87.5% | $8,004-87.0% | $6,730-84.5% |
| Admin fee / account holder | $1,019 | $15,759-93.5% | $14,398-92.9% | $14,365-92.9% |