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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 | $34,051 | $154,228-77.9% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 80.0%-20.9pp |
| Annual return | 20.68% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,047 | $4,804-57.4% | $4,554-55.1% | $4,156-50.7% |
| Participant deferral / active EE | $2,265 | $8,216-72.4% | $7,897-71.3% | $6,407-64.6% |
| Admin fee / account holder | $1,842 | $14,344-87.2% | $13,129-86.0% | $12,270-85.0% |