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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 | $263,612 | $162,821+61.9% | $133,978+96.8% | $158,982+65.8% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | -3.82% | 41.95%-45.8pp | 45.10%-48.9pp | 302.99%-306.8pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,690 | $5,910-71.4% | $5,047-66.5% | $5,983-71.7% |
| Admin fee / account holder | $1,067 | $11,742-90.9% | $8,930-88.1% | $11,252-90.5% |