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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 | $284,689 | $99,644+185.7% | $86,438+229.4% | $134,532+111.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -21.48% | 6787.26%-6808.7pp | 4397.19%-4418.7pp | 418.27%-439.7pp |
| Employer contribution / active EE | $3,586 | $4,402-18.5% | $3,769-4.9% | $4,741-24.4% |
| Participant deferral / active EE | $1,511 | $7,247-79.1% | $6,952-78.3% | $6,401-76.4% |
| Admin fee / account holder | $1,407 | $8,375-83.2% | $6,733-79.1% | $11,429-87.7% |