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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 | $154,228-62.4% | $145,433-60.1% | $137,256-57.7% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 15.70% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,003 | $4,804-79.1% | $4,554-78.0% | $4,156-75.9% |
| Participant deferral / active EE | $1,888 | $8,216-77.0% | $7,897-76.1% | $6,407-70.5% |
| Admin fee / account holder | $577 | $14,344-96.0% | $13,129-95.6% | $12,270-95.3% |