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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 | $256,109 | $99,875+156.4% | $146,866+74.4% | $86,983+194.4% |
| Participation rate | 48.1% | 75.8%-27.7pp | 82.5%-34.4pp | 69.5%-21.4pp |
| Annual return | 9.86% | 28.10%-18.2pp | 102.85%-93.0pp | 25.83%-16.0pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,899 | $6,322-70.0% | $7,759-75.5% | $4,194-54.7% |
| Admin fee / account holder | $5,702 | $7,838-27.2% | $13,620-58.1% | $7,856-27.4% |