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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 | $36,446 | $154,228-76.4% | $145,433-74.9% | $137,256-73.4% |
| Participation rate | 37.5% | 83.8%-46.3pp | 82.1%-44.6pp | 80.0%-42.5pp |
| Annual return | 17.61% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $937 | $4,804-80.5% | $4,554-79.4% | $4,156-77.5% |
| Participant deferral / active EE | $1,183 | $8,216-85.6% | $7,897-85.0% | $6,407-81.5% |
| Admin fee / account holder | $783 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |