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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 | $254,403 | $131,835+93.0% | $108,582+134.3% | $273,972-7.1% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | -7.40% | -91.57%+84.2pp | -51.70%+44.3pp | 41.46%-48.9pp |
| Employer contribution / active EE | $2,000 | $4,913-59.3% | $3,758-46.8% | $4,869-58.9% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,801 | $10,253-62.9% | $7,645-50.3% | $10,133-62.5% |