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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 | $95,063 | $185,312-48.7% | $161,489-41.1% | $154,746-38.6% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.7%-41.9pp | 80.7%-43.9pp |
| Annual return | 10.91% | 103.84%-92.9pp | 89.72%-78.8pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,261 | $4,769-73.6% | $4,268-70.5% | $4,379-71.2% |
| Participant deferral / active EE | $1,705 | $6,350-73.1% | $5,630-69.7% | $6,730-74.7% |
| Admin fee / account holder | $763 | $18,654-95.9% | $16,006-95.2% | $14,365-94.7% |