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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 | $4,162 | $96,678-95.7% | $86,640-95.2% | $139,466-97.0% |
| Participation rate | 0.0% | 74.4%-74.4pp | 71.7%-71.7pp | 80.3%-80.3pp |
| Annual return | 16.83% | 106.69%-89.9pp | 592.52%-575.7pp | 373.66%-356.8pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $10,972 | $4,837+126.8% | $4,438+147.2% | $6,712+63.5% |
| Admin fee / account holder | $13,027 | $6,410+103.2% | $5,616+132.0% | $11,409+14.2% |