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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 | $301,027 | $86,940+246.2% | $102,434+193.9% | $80,935+271.9% |
| Participation rate | 60.4% | 72.4%-12.0pp | 76.5%-16.1pp | 67.7%-7.2pp |
| Annual return | -22.18% | 18.89%-41.1pp | 29.46%-51.6pp | 35.66%-57.8pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,727 | $4,121-58.1% | $5,055-65.8% | $4,299-59.8% |
| Admin fee / account holder | $30,271 | $8,047+276.2% | $9,462+219.9% | $6,924+337.2% |