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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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $261,028 | $35,183+641.9% | $73,550+254.9% | $70,126+272.2% |
| Participation rate | 5.9% | 42.9%-37.0pp | 54.9%-49.0pp | 69.5%-63.7pp |
| Annual return | 1.10% | 26.90%-25.8pp | -15.16%+16.3pp | 73.15%-72.0pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $23 | $1,220-98.1% | $1,804-98.7% | $3,332-99.3% |
| Admin fee / account holder | $745 | $2,302-67.7% | $2,320-67.9% | $4,645-84.0% |