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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 | $409,055 | $135,956+200.9% | $123,894+230.2% | $273,972+49.3% |
| Participation rate | 22.2% | 84.1%-61.8pp | 81.4%-59.2pp | 83.0%-60.8pp |
| Annual return | -18.89% | 56.63%-75.5pp | 47.52%-66.4pp | 41.46%-60.3pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,152 | $6,343-81.8% | $5,984-80.7% | $5,287-78.2% |
| Admin fee / account holder | $2,759 | $9,817-71.9% | $8,357-67.0% | $10,133-72.8% |