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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 | $42,317 | $156,398-72.9% | $147,318-71.3% | $138,895-69.5% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.1%-37.1pp | 79.9%-34.9pp |
| Annual return | 12.85% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $931 | $4,853-80.8% | $4,593-79.7% | $4,194-77.8% |
| Participant deferral / active EE | $1,571 | $8,237-80.9% | $7,906-80.1% | $6,396-75.4% |
| Admin fee / account holder | $1,754 | $14,976-88.3% | $13,708-87.2% | $12,562-86.0% |