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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 | $53,245 | $154,228-65.5% | $145,433-63.4% | $137,256-61.2% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 19.65% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,396 | $4,804-70.9% | $4,554-69.3% | $4,156-66.4% |
| Participant deferral / active EE | $1,396 | $8,216-83.0% | $7,897-82.3% | $6,407-78.2% |
| Admin fee / account holder | $429 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |