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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 | $846,717 | $175,259+383.1% | $149,723+465.5% | $139,487+507.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 1.64% | 166.82%-165.2pp | 134.50%-132.9pp | 373.84%-372.2pp |
| Employer contribution / active EE | $20,250 | $5,478+269.6% | $4,821+320.0% | $4,755+325.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $200,012 | $16,158+1137.8% | $13,215+1413.5% | $11,407+1653.4% |