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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 | $48,759 | $185,312-73.7% | $161,489-69.8% | $154,746-68.5% |
| Participation rate | 23.8% | 82.5%-58.7pp | 78.7%-54.9pp | 80.7%-56.9pp |
| Annual return | 11.99% | 103.84%-91.9pp | 89.72%-77.7pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,093 | $4,769-77.1% | $4,268-74.4% | $4,379-75.0% |
| Participant deferral / active EE | $1,178 | $6,350-81.5% | $5,630-79.1% | $6,730-82.5% |
| Admin fee / account holder | $7,383 | $18,654-60.4% | $16,006-53.9% | $14,365-48.6% |