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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 | $89,695 | $154,228-41.8% | $145,433-38.3% | $137,256-34.7% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | 15.49% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,003 | $4,804-79.1% | $4,554-78.0% | $4,156-75.9% |
| Participant deferral / active EE | $2,297 | $8,216-72.0% | $7,897-70.9% | $6,407-64.2% |
| Admin fee / account holder | $977 | $14,344-93.2% | $13,129-92.6% | $12,270-92.0% |