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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 | $37,290 | $223,823-83.3% | $211,142-82.3% | $154,746-75.9% |
| Participation rate | 58.3% | 87.9%-29.5pp | 87.3%-29.0pp | 80.7%-22.4pp |
| Annual return | 22.28% | 50.39%-28.1pp | 46.84%-24.6pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,493 | $6,787-63.3% | $6,442-61.3% | $4,379-43.1% |
| Participant deferral / active EE | $2,975 | $9,750-69.5% | $9,284-68.0% | $6,730-55.8% |
| Admin fee / account holder | $9,748 | $19,707-50.5% | $19,076-48.9% | $14,365-32.1% |