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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 | $429,938 | $182,442+135.7% | $163,379+163.2% | $138,895+209.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | -21.38% | 72.74%-94.1pp | 63.41%-84.8pp | 145.39%-166.8pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $155 | $6,817-97.7% | $6,282-97.5% | $6,396-97.6% |
| Admin fee / account holder | $517 | $10,396-95.0% | $9,818-94.7% | $12,562-95.9% |