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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 | $439,537 | $85,515+414.0% | $112,040+292.3% | $67,986+546.5% |
| Participation rate | 0.0% | 68.2%-68.2pp | 76.5%-76.5pp | 57.2%-57.2pp |
| Annual return | -51.18% | 29.68%-80.9pp | 24.52%-75.7pp | 31.67%-82.8pp |
| Employer contribution / active EE | $620 | $2,191-71.7% | $2,954-79.0% | $2,019-69.3% |
| Participant deferral / active EE | $1,185 | $4,014-70.5% | $5,098-76.7% | $3,358-64.7% |
| Admin fee / account holder | $142,902 | $3,774+3686.9% | $12,098+1081.2% | $3,203+4361.2% |