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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 | $111,785+140.9% | $93,669+187.5% | $145,877+84.6% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 0.97% | 203.79%-202.8pp | 133.59%-132.6pp | 551.28%-550.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $132 | $4,919-97.3% | $4,416-97.0% | $6,691-98.0% |
| Admin fee / account holder | $21,756 | $10,256+112.1% | $8,291+162.4% | $13,402+62.3% |