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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 | $25,905 | $165,351-84.3% | $149,710-82.7% | $158,931-83.7% |
| Participation rate | 45.5% | 84.6%-39.1pp | 82.5%-37.0pp | 82.0%-36.5pp |
| Annual return | 12.02% | 348.19%-336.2pp | 276.63%-264.6pp | 302.86%-290.8pp |
| Employer contribution / active EE | $1,039 | $5,103-79.6% | $4,645-77.6% | $4,761-78.2% |
| Participant deferral / active EE | $1,327 | $7,181-81.5% | $6,842-80.6% | $5,982-77.8% |
| Admin fee / account holder | $9,894 | $10,807-8.5% | $9,309+6.3% | $11,247-12.0% |