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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 | $503,986 | $115,796+335.2% | $101,264+397.7% | $158,950+217.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | -0.38% | 56.15%-56.5pp | 46.48%-46.9pp | 302.91%-303.3pp |
| Employer contribution / active EE | $25,667 | $4,175+514.7% | $3,660+601.3% | $4,762+439.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $193,532 | $7,247+2570.5% | $5,947+3154.4% | $11,248+1620.5% |