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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 | $287,951 | $162,821+76.9% | $133,978+114.9% | $158,982+81.1% |
| Participation rate | 55.6% | 83.2%-27.7pp | 79.8%-24.3pp | 82.0%-26.4pp |
| Annual return | -4.58% | 41.95%-46.5pp | 45.10%-49.7pp | 302.99%-307.6pp |
| Employer contribution / active EE | $3,518 | $4,976-29.3% | $3,919-10.2% | $4,763-26.1% |
| Participant deferral / active EE | $122 | $5,910-97.9% | $5,047-97.6% | $5,983-98.0% |
| Admin fee / account holder | $15,112 | $11,742+28.7% | $8,930+69.2% | $11,252+34.3% |