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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 | $37,348 | $127,387-70.7% | $115,038-67.5% | $125,389-70.2% |
| Participation rate | 45.5% | 84.2%-38.7pp | 81.4%-35.9pp | 83.2%-37.7pp |
| Annual return | 25.36% | 31.28%-5.9pp | 26.14%-0.8pp | 282.24%-256.9pp |
| Employer contribution / active EE | $1,406 | $5,166-72.8% | $4,608-69.5% | $4,866-71.1% |
| Participant deferral / active EE | $1,915 | $6,423-70.2% | $6,026-68.2% | $5,352-64.2% |
| Admin fee / account holder | $385 | $9,516-96.0% | $8,175-95.3% | $9,541-96.0% |