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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 | $155,555-78.1% | $146,866-76.8% | $155,188-78.1% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.5%-23.4pp | 80.8%-21.7pp |
| Annual return | 20.68% | 115.41%-94.7pp | 102.85%-82.2pp | 148.84%-128.2pp |
| Employer contribution / active EE | $2,047 | $4,647-55.9% | $4,425-53.7% | $4,248-51.8% |
| Participant deferral / active EE | $2,265 | $8,044-71.8% | $7,759-70.8% | $6,531-65.3% |
| Admin fee / account holder | $1,842 | $14,755-87.5% | $13,620-86.5% | $14,480-87.3% |