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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $279,599 | $166,268+68.2% | $165,100+69.4% | $145,897+91.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 1.20% | 100.52%-99.3pp | 70.21%-69.0pp | 552.29%-551.1pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,100 | $6,964-41.1% | $6,035-32.1% | $6,689-38.7% |
| Admin fee / account holder | $309 | $16,659-98.1% | $12,696-97.6% | $13,390-97.7% |