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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 | $31,135 | $199,109-84.4% | $173,730-82.1% | $154,746-79.9% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.6%-36.7pp | 80.7%-37.8pp |
| Annual return | 17.80% | 20.02%-2.2pp | 19.96%-2.2pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,183 | $5,311-77.7% | $4,577-74.2% | $4,379-73.0% |
| Participant deferral / active EE | $1,736 | $7,113-75.6% | $6,326-72.6% | $6,730-74.2% |
| Admin fee / account holder | $1,745 | $20,916-91.7% | $17,523-90.0% | $14,365-87.9% |