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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 | $63,461 | $165,381-61.6% | $149,730-57.6% | $158,966-60.1% |
| Participation rate | 38.5% | 84.6%-46.1pp | 82.5%-44.0pp | 82.0%-43.5pp |
| Annual return | 13.02% | 348.29%-335.3pp | 276.70%-263.7pp | 302.95%-289.9pp |
| Employer contribution / active EE | $1,275 | $5,104-75.0% | $4,645-72.6% | $4,762-73.2% |
| Participant deferral / active EE | $1,836 | $7,182-74.4% | $6,843-73.2% | $5,983-69.3% |
| Admin fee / account holder | $1,657 | $10,809-84.7% | $9,310-82.2% | $11,250-85.3% |