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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 | $381,133 | $45,872+730.9% | $77,100+394.3% | $68,490+456.5% |
| Participation rate | 4.4% | 55.9%-51.5pp | 67.9%-63.5pp | 67.9%-63.5pp |
| Annual return | -21.26% | 1.73%-23.0pp | 42.35%-63.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $986 | $1,650-40.2% | $2,815-65.0% | $2,597-62.0% |
| Participant deferral / active EE | $631 | $2,963-78.7% | $4,430-85.8% | $4,028-84.3% |
| Admin fee / account holder | $1,424 | $3,041-53.2% | $5,443-73.8% | $5,403-73.6% |