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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 | $272,568 | $100,805+170.4% | $86,698+214.4% | $134,532+102.6% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -21.10% | 29.09%-50.2pp | 35.95%-57.0pp | 418.27%-439.4pp |
| Employer contribution / active EE | $930 | $3,490-73.3% | $2,837-67.2% | $4,741-80.4% |
| Participant deferral / active EE | $930 | $5,339-82.6% | $4,656-80.0% | $6,401-85.5% |
| Admin fee / account holder | $3,712 | $10,925-66.0% | $7,493-50.5% | $11,429-67.5% |