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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 | $162,136-44.7% | $152,301-41.1% | $154,746-42.0% |
| Participation rate | 36.4% | 84.1%-47.7pp | 82.4%-46.1pp | 80.7%-44.3pp |
| Annual return | 15.49% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,003 | $4,890-79.5% | $4,624-78.3% | $4,379-77.1% |
| Participant deferral / active EE | $2,297 | $8,341-72.5% | $8,004-71.3% | $6,730-65.9% |
| Admin fee / account holder | $977 | $15,759-93.8% | $14,398-93.2% | $14,365-93.2% |