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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 | $470,148 | $154,193+204.9% | $130,045+261.5% | $139,466+237.1% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.5%-18.5pp | 80.3%-20.3pp |
| Annual return | -8.55% | 32.51%-41.1pp | -137.30%+128.8pp | 373.66%-382.2pp |
| Employer contribution / active EE | $6,106 | $5,292+15.4% | $4,321+41.3% | $4,754+28.4% |
| Participant deferral / active EE | $652 | $6,709-90.3% | $5,820-88.8% | $6,712-90.3% |
| Admin fee / account holder | $53,102 | $13,989+279.6% | $10,600+400.9% | $11,409+365.5% |