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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 | $266 | $72,071-99.6% | $68,368-99.6% | $137,256-99.8% |
| Participation rate | 0.0% | 76.2%-76.2pp | 73.8%-73.8pp | 80.0%-80.0pp |
| Annual return | 819.09% | 353.14%+465.9pp | 292.57%+526.5pp | 220.34%+598.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,875 | $4,410+33.2% | $4,123+42.5% | $6,407-8.3% |
| Admin fee / account holder | $25,494 | $5,336+377.8% | $5,150+395.0% | $12,270+107.8% |