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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 | $385,173 | $138,114+178.9% | $125,391+207.2% | $134,545+186.3% |
| Participation rate | 22.2% | 84.5%-62.3pp | 82.4%-60.2pp | 81.2%-59.0pp |
| Annual return | -20.80% | 750.88%-771.7pp | 572.41%-593.2pp | 418.37%-439.2pp |
| Employer contribution / active EE | $1,048 | $5,246-80.0% | $4,816-78.2% | $4,742-77.9% |
| Participant deferral / active EE | $2,473 | $7,801-68.3% | $7,448-66.8% | $6,401-61.4% |
| Admin fee / account holder | $2,032 | $11,570-82.4% | $10,009-79.7% | $11,431-82.2% |