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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 | $181,062-47.5% | $158,223-39.9% | $155,188-38.7% |
| Participation rate | 36.8% | 82.7%-45.8pp | 79.2%-42.4pp | 80.8%-44.0pp |
| Annual return | 10.91% | 57.39%-46.5pp | 52.09%-41.2pp | 148.84%-137.9pp |
| Employer contribution / active EE | $1,261 | $4,565-72.4% | $4,109-69.3% | $4,248-70.3% |
| Participant deferral / active EE | $1,705 | $6,134-72.2% | $5,467-68.8% | $6,531-73.9% |
| Admin fee / account holder | $763 | $18,825-95.9% | $16,047-95.2% | $14,480-94.7% |