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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 | $1,199,375 | $100,139+1097.7% | $85,187+1307.9% | $145,884+722.1% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | 6.11% | 84.15%-78.0pp | 66.67%-60.6pp | 551.85%-545.7pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $200 | $5,296-96.2% | $4,525-95.6% | $6,690-97.0% |
| Admin fee / account holder | $132,940 | $7,262+1730.6% | $6,162+2057.5% | $13,392+892.7% |