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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 | $863,247 | $183,539+370.3% | $155,556+454.9% | $145,897+491.7% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 1.61% | 61.31%-59.7pp | 64.84%-63.2pp | 552.29%-550.7pp |
| Employer contribution / active EE | $4,780 | $5,315-10.1% | $4,675+2.2% | $4,663+2.5% |
| Participant deferral / active EE | $333 | $6,467-94.8% | $5,631-94.1% | $6,689-95.0% |
| Admin fee / account holder | $208,847 | $19,275+983.5% | $15,885+1214.7% | $13,390+1459.7% |