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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 | $259,476 | $106,974+142.6% | $90,796+185.8% | $138,895+86.8% |
| Participation rate | 28.6% | 74.9%-46.3pp | 69.5%-40.9pp | 79.9%-51.3pp |
| Annual return | 0.86% | 20.10%-19.2pp | 19.29%-18.4pp | 145.39%-144.5pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $503 | $4,455-88.7% | $3,822-86.8% | $6,396-92.1% |
| Admin fee / account holder | $334 | $8,626-96.1% | $7,024-95.3% | $12,562-97.3% |