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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 | $162,136-79.0% | $152,301-77.6% | $154,746-78.0% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 20.03% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,266 | $4,890-74.1% | $4,624-72.6% | $4,379-71.1% |
| Participant deferral / active EE | $1,655 | $8,341-80.2% | $8,004-79.3% | $6,730-75.4% |
| Admin fee / account holder | $344 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |