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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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,000 | $81,504-73.0% | $102,437-78.5% | $80,959-72.8% |
| Participation rate | 53.1% | 66.9%-13.7pp | 74.5%-21.4pp | 67.7%-14.5pp |
| Annual return | 8.29% | 25.60%-17.3pp | 24.95%-16.7pp | 35.67%-27.4pp |
| Employer contribution / active EE | $3,393 | $3,104+9.3% | $3,871-12.4% | $2,757+23.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,738 | $6,719-29.5% | $8,388-43.5% | $6,925-31.6% |