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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 | $101,988 | $154,228-33.9% | $145,433-29.9% | $137,256-25.7% |
| Participation rate | 22.2% | 83.8%-61.6pp | 82.1%-59.9pp | 80.0%-57.7pp |
| Annual return | 17.47% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $949 | $4,804-80.3% | $4,554-79.2% | $4,156-77.2% |
| Participant deferral / active EE | $2,339 | $8,216-71.5% | $7,897-70.4% | $6,407-63.5% |
| Admin fee / account holder | $956 | $14,344-93.3% | $13,129-92.7% | $12,270-92.2% |