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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 | $57,468 | $213,785-73.1% | $185,441-69.0% | $155,188-63.0% |
| Participation rate | 23.5% | 83.2%-59.7pp | 80.3%-56.7pp | 80.8%-57.3pp |
| Annual return | 11.64% | 19.97%-8.3pp | 20.16%-8.5pp | 148.84%-137.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $925 | $6,864-86.5% | $6,152-85.0% | $6,531-85.8% |
| Admin fee / account holder | $7,688 | $21,134-63.6% | $17,890-57.0% | $14,480-46.9% |