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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $272,278 | $210,698+29.2% | $178,014+53.0% | $145,959+86.5% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | -0.07% | 386.27%-386.3pp | 294.80%-294.9pp | 561.95%-562.0pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $8,667 | $6,958+24.5% | $6,276+38.1% | $6,689+29.6% |
| Admin fee / account holder | $48,000 | $12,016+299.5% | $10,362+363.3% | $13,398+258.3% |