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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 | $378,631 | $126,661+198.9% | $113,397+233.9% | $138,895+172.6% |
| Participation rate | 20.0% | 79.4%-59.4pp | 76.5%-56.5pp | 79.9%-59.9pp |
| Annual return | 4.11% | 25.05%-20.9pp | 23.20%-19.1pp | 145.39%-141.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $271 | $5,693-95.2% | $5,076-94.7% | $6,396-95.8% |
| Admin fee / account holder | $31,655 | $14,549+117.6% | $11,957+164.7% | $12,562+152.0% |