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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 | $2,325,896 | $71,872+3136.2% | $86,691+2583.0% | $68,495+3295.7% |
| Participation rate | 0.0% | 72.2%-72.2pp | 76.6%-76.6pp | 67.9%-67.9pp |
| Annual return | -19.39% | 3.53%-22.9pp | 35.94%-55.3pp | -7.84%-11.6pp |
| Employer contribution / active EE | $12,821 | $2,173+490.0% | $2,837+351.9% | $2,596+393.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $430,537 | $6,112+6944.0% | $7,492+5646.7% | $5,403+7868.0% |