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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 | $307,860 | $138,102+122.9% | $125,381+145.5% | $134,532+128.8% |
| Participation rate | 0.0% | 84.5%-84.5pp | 82.4%-82.4pp | 81.2%-81.2pp |
| Annual return | -24.14% | 750.73%-774.9pp | 572.31%-596.4pp | 418.27%-442.4pp |
| Employer contribution / active EE | $1,019 | $5,245-80.6% | $4,815-78.8% | $4,741-78.5% |
| Participant deferral / active EE | $2,529 | $7,801-67.6% | $7,448-66.0% | $6,401-60.5% |
| Admin fee / account holder | $30,300 | $11,568+161.9% | $10,007+202.8% | $11,429+165.1% |