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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 | $183,516-83.5% | $155,534-80.5% | $145,884-79.2% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.1pp | 80.3%-26.1pp |
| Annual return | 10.09% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $1,341 | $5,315-74.8% | $4,675-71.3% | $4,662-71.2% |
| Participant deferral / active EE | $1,418 | $6,467-78.1% | $5,630-74.8% | $6,690-78.8% |
| Admin fee / account holder | $3,610 | $19,293-81.3% | $15,900-77.3% | $13,392-73.0% |