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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 | $605,421 | $167,353+261.8% | $143,797+321.0% | $134,545+350.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -33.02% | 0.48%-33.5pp | -0.04%-33.0pp | 418.37%-451.4pp |
| Employer contribution / active EE | $7,500 | $5,620+33.4% | $4,952+51.4% | $4,742+58.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $321,046 | $18,096+1674.2% | $14,679+2087.1% | $11,431+2708.6% |