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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 | $56,350 | $174,379-67.7% | $152,093-63.0% | $138,895-59.4% |
| Participation rate | 18.8% | 81.6%-62.9pp | 77.8%-59.0pp | 79.9%-61.2pp |
| Annual return | 24.71% | 74.86%-50.1pp | 66.36%-41.6pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,390 | $4,652-70.1% | $4,175-66.7% | $4,194-66.9% |
| Participant deferral / active EE | $620 | $6,159-89.9% | $5,451-88.6% | $6,396-90.3% |
| Admin fee / account holder | $426 | $16,880-97.5% | $14,497-97.1% | $12,562-96.6% |