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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 | $125,778+151.5% | $114,563+176.1% | $154,746+104.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.9%-39.6pp | 80.7%-47.4pp |
| Annual return | -7.62% | 295.14%-302.8pp | 241.09%-248.7pp | 172.34%-180.0pp |
| Employer contribution / active EE | $417 | $2,806-85.2% | $2,592-83.9% | $4,379-90.5% |
| Participant deferral / active EE | $417 | $4,445-90.6% | $4,142-89.9% | $6,730-93.8% |
| Admin fee / account holder | $842 | $8,190-89.7% | $7,623-89.0% | $14,365-94.1% |