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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 | $60,367 | $167,415-63.9% | $140,514-57.0% | $198,609-69.6% |
| Participation rate | 53.8% | 80.9%-27.0pp | 77.8%-24.0pp | 82.4%-28.5pp |
| Annual return | 13.88% | 13.85%0pp | 14.36%-0.5pp | 202.70%-188.8pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,738 | $5,579-68.8% | $4,919-64.7% | $6,977-75.1% |
| Admin fee / account holder | $511 | $16,730-96.9% | $13,697-96.3% | $19,030-97.3% |