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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 | $251,906 | $154,209+63.4% | $130,062+93.7% | $139,487+80.6% |
| Participation rate | 33.3% | 82.0%-48.6pp | 78.5%-45.2pp | 80.3%-47.0pp |
| Annual return | 7.11% | 32.52%-25.4pp | -137.37%+144.5pp | 373.84%-366.7pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $818 | $6,709-87.8% | $5,821-85.9% | $6,713-87.8% |
| Admin fee / account holder | $109,283 | $13,988+681.3% | $10,601+930.9% | $11,407+858.0% |