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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 | $656,554 | $138,114+375.4% | $125,391+423.6% | $134,545+388.0% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -22.20% | 750.88%-773.1pp | 572.41%-594.6pp | 418.37%-440.6pp |
| Employer contribution / active EE | $1,453 | $5,246-72.3% | $4,816-69.8% | $4,742-69.3% |
| Participant deferral / active EE | $1,817 | $7,801-76.7% | $7,448-75.6% | $6,401-71.6% |
| Admin fee / account holder | $8,143 | $11,570-29.6% | $10,009-18.6% | $11,431-28.8% |