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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 | $67,167 | $154,228-56.4% | $145,433-53.8% | $137,256-51.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.03% | 74.59%-60.6pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,116 | $4,804-76.8% | $4,554-75.5% | $4,156-73.1% |
| Participant deferral / active EE | $2,233 | $8,216-72.8% | $7,897-71.7% | $6,407-65.1% |
| Admin fee / account holder | $1,485 | $14,344-89.6% | $13,129-88.7% | $12,270-87.9% |