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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 | $30,271 | $183,539-83.5% | $155,556-80.5% | $145,897-79.3% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.1pp | 80.3%-26.1pp |
| Annual return | 10.09% | 61.31%-51.2pp | 64.84%-54.7pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,341 | $5,315-74.8% | $4,675-71.3% | $4,663-71.2% |
| Participant deferral / active EE | $1,418 | $6,467-78.1% | $5,631-74.8% | $6,689-78.8% |
| Admin fee / account holder | $3,610 | $19,275-81.3% | $15,885-77.3% | $13,390-73.0% |