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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 | $310,003 | $167,533+85.0% | $151,645+104.4% | $134,545+130.4% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -23.30% | 7.81%-31.1pp | 3.34%-26.6pp | 418.37%-441.7pp |
| Employer contribution / active EE | $37,333 | $6,828+446.7% | $6,165+505.6% | $4,742+687.4% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,335 | $13,781-90.3% | $11,614-88.5% | $11,431-88.3% |