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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 | $298,232 | $100,970+195.4% | $96,576+208.8% | $137,256+117.3% |
| Participation rate | 20.0% | 82.6%-62.6pp | 81.4%-61.4pp | 80.0%-60.0pp |
| Annual return | -0.06% | 38.16%-38.2pp | 38.47%-38.5pp | 220.34%-220.4pp |
| Employer contribution / active EE | $136 | $3,809-96.4% | $3,553-96.2% | $4,156-96.7% |
| Participant deferral / active EE | $217 | $8,286-97.4% | $7,956-97.3% | $6,407-96.6% |
| Admin fee / account holder | $6,334 | $11,312-44.0% | $11,381-44.4% | $12,270-48.4% |