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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 | $34,047 | $154,228-77.9% | $145,433-76.6% | $137,256-75.2% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 20.03% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,266 | $4,804-73.6% | $4,554-72.2% | $4,156-69.5% |
| Participant deferral / active EE | $1,655 | $8,216-79.9% | $7,897-79.0% | $6,407-74.2% |
| Admin fee / account holder | $344 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |