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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 | $58,030 | $156,398-62.9% | $147,318-60.6% | $138,895-58.2% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 15.70% | 78.75%-63.0pp | 70.43%-54.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,003 | $4,853-79.3% | $4,593-78.2% | $4,194-76.1% |
| Participant deferral / active EE | $1,888 | $8,237-77.1% | $7,906-76.1% | $6,396-70.5% |
| Admin fee / account holder | $577 | $14,976-96.1% | $13,708-95.8% | $12,562-95.4% |