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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 | $99,380+161.1% | $90,312+187.3% | $155,188+67.2% |
| Participation rate | 28.6% | 77.3%-48.8pp | 72.9%-44.3pp | 80.8%-52.2pp |
| Annual return | 0.86% | 19.35%-18.5pp | 18.90%-18.0pp | 148.84%-148.0pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $503 | $4,212-88.1% | $3,749-86.6% | $6,531-92.3% |
| Admin fee / account holder | $334 | $9,766-96.6% | $8,248-96.0% | $14,480-97.7% |