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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 | $112,729+414.5% | $98,716+487.5% | $137,256+322.6% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.3%-44.3pp | 80.0%-55.0pp |
| Annual return | -1.47% | 38.48%-39.9pp | 31.81%-33.3pp | 220.34%-221.8pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $120 | $4,640-97.4% | $4,048-97.0% | $6,407-98.1% |
| Admin fee / account holder | $10,000 | $10,129-1.3% | $8,703+14.9% | $12,270-18.5% |