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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 | $59,109 | $155,555-62.0% | $146,866-59.8% | $155,188-61.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.5%-45.0pp | 80.8%-43.3pp |
| Annual return | 11.22% | 115.41%-104.2pp | 102.85%-91.6pp | 148.84%-137.6pp |
| Employer contribution / active EE | $895 | $4,647-80.7% | $4,425-79.8% | $4,248-78.9% |
| Participant deferral / active EE | $972 | $8,044-87.9% | $7,759-87.5% | $6,531-85.1% |
| Admin fee / account holder | $11,500 | $14,755-22.1% | $13,620-15.6% | $14,480-20.6% |