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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 | $53,791 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 27.8% | 83.8%-56.0pp | 82.1%-54.3pp | 80.0%-52.2pp |
| Annual return | 14.76% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,120 | $4,804-76.7% | $4,554-75.4% | $4,156-73.1% |
| Participant deferral / active EE | $1,248 | $8,216-84.8% | $7,897-84.2% | $6,407-80.5% |
| Admin fee / account holder | $964 | $14,344-93.3% | $13,129-92.7% | $12,270-92.1% |