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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 | $662,423 | $174,379+279.9% | $152,093+335.5% | $138,895+376.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 4.61% | 74.86%-70.2pp | 66.36%-61.7pp | 145.39%-140.8pp |
| Employer contribution / active EE | $23,000 | $4,652+394.4% | $4,175+450.9% | $4,194+448.4% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,209 | $16,880-57.3% | $14,497-50.3% | $12,562-42.6% |