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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 | $72,290 | $156,398-53.8% | $147,318-50.9% | $138,895-48.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 14.78% | 78.75%-64.0pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,954 | $4,853-59.7% | $4,593-57.5% | $4,194-53.4% |
| Participant deferral / active EE | $2,482 | $8,237-69.9% | $7,906-68.6% | $6,396-61.2% |
| Admin fee / account holder | $837 | $14,976-94.4% | $13,708-93.9% | $12,562-93.3% |