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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 | $316,332 | $101,618+211.3% | $93,063+239.9% | $137,256+130.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | -7.62% | 223.95%-231.6pp | 34.15%-41.8pp | 220.34%-228.0pp |
| Employer contribution / active EE | $417 | $2,707-84.6% | $2,476-83.2% | $4,156-90.0% |
| Participant deferral / active EE | $417 | $4,279-90.3% | $3,958-89.5% | $6,407-93.5% |
| Admin fee / account holder | $842 | $6,198-86.4% | $6,033-86.0% | $12,270-93.1% |