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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 | $57,528 | $154,228-62.7% | $145,433-60.4% | $137,256-58.1% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 17.52% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,230 | $4,804-74.4% | $4,554-73.0% | $4,156-70.4% |
| Participant deferral / active EE | $1,547 | $8,216-81.2% | $7,897-80.4% | $6,407-75.9% |
| Admin fee / account holder | $894 | $14,344-93.8% | $13,129-93.2% | $12,270-92.7% |