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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 | $32,326 | $172,111-81.2% | $150,298-78.5% | $137,256-76.4% |
| Participation rate | 22.2% | 81.7%-59.5pp | 77.8%-55.5pp | 80.0%-57.7pp |
| Annual return | 16.76% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $926 | $4,636-80.0% | $4,154-77.7% | $4,156-77.7% |
| Participant deferral / active EE | $1,112 | $6,166-82.0% | $5,453-79.6% | $6,407-82.6% |
| Admin fee / account holder | $1,412 | $16,471-91.4% | $14,116-90.0% | $12,270-88.5% |