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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 | $20,931 | $142,409-85.3% | $119,634-82.5% | $134,545-84.4% |
| Participation rate | 63.6% | 82.8%-19.2pp | 79.3%-15.6pp | 81.2%-17.6pp |
| Annual return | 8.62% | -12.46%+21.1pp | -14.98%+23.6pp | 418.37%-409.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $912 | $6,468-85.9% | $5,601-83.7% | $6,401-85.7% |
| Admin fee / account holder | $899 | $13,594-93.4% | $10,329-91.3% | $11,431-92.1% |