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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 | $269,301 | $111,878+140.7% | $93,727+187.3% | $145,897+84.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 0.97% | 204.28%-203.3pp | 133.83%-132.9pp | 552.29%-551.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $132 | $4,920-97.3% | $4,417-97.0% | $6,689-98.0% |
| Admin fee / account holder | $21,756 | $10,256+112.1% | $8,292+162.4% | $13,390+62.5% |