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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 | $124,980+364.1% | $108,359+435.3% | $154,746+274.8% |
| Participation rate | 25.0% | 75.2%-50.2pp | 70.1%-45.1pp | 80.7%-55.7pp |
| Annual return | -1.47% | 45.00%-46.5pp | 36.89%-38.4pp | 172.34%-173.8pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $120 | $4,743-97.5% | $4,137-97.1% | $6,730-98.2% |
| Admin fee / account holder | $10,000 | $11,502-13.1% | $9,741+2.7% | $14,365-30.4% |