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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 | $54,632 | $145,897-62.6% | $54,6320% | $145,897-62.6% |
| Participation rate | 33.3% | 80.3%-47.0pp | 33.3%0pp | 80.3%-47.0pp |
| Annual return | 11.55% | 552.29%-540.7pp | 11.55%0pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,130 | $4,663-32.9% | $3,1300% | $4,663-32.9% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $0 | $6,689-100.0% |
| Admin fee / account holder | $457 | $13,390-96.6% | $4570% | $13,390-96.6% |