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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 | $320,432 | $178,174+79.8% | $156,181+105.2% | $137,256+133.5% |
| Participation rate | 16.7% | 82.0%-65.4pp | 78.8%-62.2pp | 80.0%-63.3pp |
| Annual return | 9.05% | 84.19%-75.1pp | 64.87%-55.8pp | 220.34%-211.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,214 | $6,888-82.4% | $6,132-80.2% | $6,407-81.0% |
| Admin fee / account holder | $153,185 | $17,404+780.2% | $14,586+950.2% | $12,270+1148.4% |