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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 | $102,429-88.3% | $147,096-91.8% | $80,925-85.2% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 24.52% | 135.02%-110.5pp | 419.75%-395.2pp | 35.65%-11.1pp |
| Employer contribution / active EE | $86 | $3,716-97.7% | $4,936-98.3% | $2,756-96.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,739 | $7,957-78.1% | $13,005-86.6% | $6,940-74.9% |