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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 | $722,517 | $102,385+605.7% | $147,080+391.2% | $80,935+792.7% |
| Participation rate | 0.0% | 75.9%-75.9pp | 82.2%-82.2pp | 67.7%-67.7pp |
| Annual return | 10.53% | 135.09%-124.6pp | 420.17%-409.6pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,129 | $3,717-69.6% | $4,933-77.1% | $2,757-59.0% |
| Participant deferral / active EE | $2,251 | $6,651-66.2% | $8,066-72.1% | $4,299-47.6% |
| Admin fee / account holder | $8,194 | $7,951+3.1% | $12,989-36.9% | $6,924+18.3% |