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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 | $96,097 | $156,398-38.6% | $147,318-34.8% | $138,895-30.8% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 17.86% | 78.75%-60.9pp | 70.43%-52.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,023 | $4,853-78.9% | $4,593-77.7% | $4,194-75.6% |
| Participant deferral / active EE | $1,520 | $8,237-81.5% | $7,906-80.8% | $6,396-76.2% |
| Admin fee / account holder | $1,943 | $14,976-87.0% | $13,708-85.8% | $12,562-84.5% |