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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 | $107,666+177.0% | $102,184+191.9% | $154,746+92.7% |
| Participation rate | 20.0% | 83.7%-63.7pp | 82.6%-62.6pp | 80.7%-60.7pp |
| Annual return | -0.06% | 29.33%-29.4pp | 31.58%-31.6pp | 172.34%-172.4pp |
| Employer contribution / active EE | $136 | $3,846-96.5% | $3,594-96.2% | $4,379-96.9% |
| Participant deferral / active EE | $217 | $8,719-97.5% | $8,309-97.4% | $6,730-96.8% |
| Admin fee / account holder | $6,334 | $12,943-51.1% | $11,609-45.4% | $14,365-55.9% |