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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 | $438,946 | $100,911+335.0% | $90,440+385.3% | $158,966+176.1% |
| Participation rate | 4.8% | 75.0%-70.3pp | 72.7%-67.9pp | 82.0%-77.2pp |
| Annual return | -0.85% | 1726.62%-1727.5pp | 1294.38%-1295.2pp | 302.95%-303.8pp |
| Employer contribution / active EE | $152 | $3,690-95.9% | $3,263-95.3% | $4,762-96.8% |
| Participant deferral / active EE | $381 | $4,348-91.2% | $3,964-90.4% | $5,983-93.6% |
| Admin fee / account holder | $357 | $6,507-94.5% | $5,615-93.6% | $11,250-96.8% |