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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,990 | $102,422-88.3% | $147,117-91.9% | $80,959-85.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 24.52% | 135.16%-110.6pp | 420.54%-396.0pp | 35.67%-11.1pp |
| Employer contribution / active EE | $86 | $3,717-97.7% | $4,932-98.3% | $2,757-96.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,739 | $7,953-78.1% | $12,993-86.6% | $6,925-74.9% |