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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 | $405,043 | $178,174+127.3% | $156,181+159.3% | $137,256+195.1% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 10.00% | 84.19%-74.2pp | 64.87%-54.9pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $352 | $6,888-94.9% | $6,132-94.3% | $6,407-94.5% |
| Admin fee / account holder | $140,200 | $17,404+705.6% | $14,586+861.2% | $12,270+1042.6% |