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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 | $34,591 | $183,516-81.2% | $155,534-77.8% | $145,884-76.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.81% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,132 | $5,315-78.7% | $4,675-75.8% | $4,662-75.7% |
| Participant deferral / active EE | $1,814 | $6,467-72.0% | $5,630-67.8% | $6,690-72.9% |
| Admin fee / account holder | $1,661 | $19,293-91.4% | $15,900-89.6% | $13,392-87.6% |