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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 | $37,519 | $196,972-81.0% | $182,262-79.4% | $198,609-81.1% |
| Participation rate | 52.4% | 85.7%-33.3pp | 84.2%-31.8pp | 82.4%-30.0pp |
| Annual return | 12.04% | 158.27%-146.2pp | 140.60%-128.6pp | 202.70%-190.7pp |
| Employer contribution / active EE | $1,685 | $5,364-68.6% | $5,046-66.6% | $5,055-66.7% |
| Participant deferral / active EE | $3,539 | $8,643-59.1% | $8,276-57.2% | $6,977-49.3% |
| Admin fee / account holder | $8,221 | $18,429-55.4% | $16,712-50.8% | $19,030-56.8% |