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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 | $103,483 | $154,228-32.9% | $145,433-28.8% | $137,256-24.6% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 12.65% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $883 | $4,804-81.6% | $4,554-80.6% | $4,156-78.7% |
| Participant deferral / active EE | $1,550 | $8,216-81.1% | $7,897-80.4% | $6,407-75.8% |
| Admin fee / account holder | $10,973 | $14,344-23.5% | $13,129-16.4% | $12,270-10.6% |