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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 | $566,403 | $72,071+685.9% | $68,368+728.5% | $137,256+312.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 7.69% | 353.14%-345.5pp | 292.57%-284.9pp | 220.34%-212.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,531 | $4,410+116.1% | $4,123+131.2% | $6,407+48.8% |
| Admin fee / account holder | $3,202 | $5,336-40.0% | $5,150-37.8% | $12,270-73.9% |