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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 | $342,820 | $154,209+122.3% | $130,062+163.6% | $139,487+145.8% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.5%-16.0pp | 80.3%-17.8pp |
| Annual return | -21.87% | 32.52%-54.4pp | -137.37%+115.5pp | 373.84%-395.7pp |
| Employer contribution / active EE | $1,133 | $5,292-78.6% | $4,322-73.8% | $4,755-76.2% |
| Participant deferral / active EE | $1,625 | $6,709-75.8% | $5,821-72.1% | $6,713-75.8% |
| Admin fee / account holder | $2,191 | $13,988-84.3% | $10,601-79.3% | $11,407-80.8% |