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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 | $43,597 | $155,555-72.0% | $146,866-70.3% | $155,188-71.9% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.5%-45.0pp | 80.8%-43.3pp |
| Annual return | 18.25% | 115.41%-97.2pp | 102.85%-84.6pp | 148.84%-130.6pp |
| Employer contribution / active EE | $1,300 | $4,647-72.0% | $4,425-70.6% | $4,248-69.4% |
| Participant deferral / active EE | $1,690 | $8,044-79.0% | $7,759-78.2% | $6,531-74.1% |
| Admin fee / account holder | $886 | $14,755-94.0% | $13,620-93.5% | $14,480-93.9% |