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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 | $33,703 | $213,785-84.2% | $185,441-81.8% | $155,188-78.3% |
| Participation rate | 68.8% | 83.2%-14.5pp | 80.3%-11.5pp | 80.8%-12.1pp |
| Annual return | 11.13% | 19.97%-8.8pp | 20.16%-9.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,448 | $5,393-73.1% | $4,672-69.0% | $4,248-65.9% |
| Participant deferral / active EE | $1,955 | $6,864-71.5% | $6,152-68.2% | $6,531-70.1% |
| Admin fee / account holder | $6,983 | $21,134-67.0% | $17,890-61.0% | $14,480-51.8% |