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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 | $155,555-34.4% | $146,866-30.6% | $155,188-34.3% |
| Participation rate | 22.2% | 84.0%-61.7pp | 82.5%-60.3pp | 80.8%-58.6pp |
| Annual return | 17.47% | 115.41%-97.9pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $949 | $4,647-79.6% | $4,425-78.6% | $4,248-77.7% |
| Participant deferral / active EE | $2,339 | $8,044-70.9% | $7,759-69.9% | $6,531-64.2% |
| Admin fee / account holder | $956 | $14,755-93.5% | $13,620-93.0% | $14,480-93.4% |