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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 | $457,952 | $167,352+173.6% | $143,788+218.5% | $134,509+240.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -21.82% | 0.47%-22.3pp | -0.03%-21.8pp | 418.13%-440.0pp |
| Employer contribution / active EE | $1,365 | $5,620-75.7% | $4,952-72.4% | $4,741-71.2% |
| Participant deferral / active EE | $1,365 | $6,447-78.8% | $5,638-75.8% | $6,400-78.7% |
| Admin fee / account holder | $19,930 | $18,091+10.2% | $14,675+35.8% | $11,427+74.4% |