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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 | $588,624 | $138,102+326.2% | $125,381+369.5% | $134,532+337.5% |
| Participation rate | 23.1% | 84.5%-61.4pp | 82.4%-59.3pp | 81.2%-58.2pp |
| Annual return | -29.32% | 750.73%-780.1pp | 572.31%-601.6pp | 418.27%-447.6pp |
| Employer contribution / active EE | $1,025 | $5,245-80.5% | $4,815-78.7% | $4,741-78.4% |
| Participant deferral / active EE | $2,089 | $7,801-73.2% | $7,448-72.0% | $6,401-67.4% |
| Admin fee / account holder | $1,052 | $11,568-90.9% | $10,007-89.5% | $11,429-90.8% |