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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 | $327,950 | $72,446+352.7% | $67,561+385.4% | $145,877+124.8% |
| Participation rate | 15.4% | 76.9%-61.5pp | 72.9%-57.5pp | 80.3%-64.9pp |
| Annual return | 1.83% | 7211.98%-7210.2pp | 3525.44%-3523.6pp | 551.28%-549.5pp |
| Employer contribution / active EE | $11 | $3,072-99.6% | $2,735-99.6% | $4,663-99.8% |
| Participant deferral / active EE | $4,692 | $4,785-1.9% | $4,003+17.2% | $6,691-29.9% |
| Admin fee / account holder | $2,566 | $5,541-53.7% | $4,006-35.9% | $13,402-80.9% |