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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 | $298,821 | $112,121+166.5% | $95,960+211.4% | $158,966+88.0% |
| Participation rate | 66.7% | 79.0%-12.3pp | 77.1%-10.4pp | 82.0%-15.3pp |
| Annual return | 1.65% | 171.16%-169.5pp | 91.63%-90.0pp | 302.95%-301.3pp |
| Employer contribution / active EE | $1,211 | $3,199-62.1% | $2,541-52.3% | $4,762-74.6% |
| Participant deferral / active EE | $884 | $4,784-81.5% | $4,167-78.8% | $5,983-85.2% |
| Admin fee / account holder | $163,997 | $10,135+1518.1% | $6,797+2312.8% | $11,250+1357.8% |