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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 | $579,995 | $123,155+370.9% | $108,753+433.3% | $155,188+273.7% |
| Participation rate | 25.0% | 75.6%-50.6pp | 71.1%-46.1pp | 80.8%-55.8pp |
| Annual return | -1.47% | 44.73%-46.2pp | 37.47%-38.9pp | 148.84%-150.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $120 | $4,623-97.4% | $4,115-97.1% | $6,531-98.2% |
| Admin fee / account holder | $10,000 | $12,126-17.5% | $10,320-3.1% | $14,480-30.9% |