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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 | $181,062+265.9% | $158,223+318.7% | $155,188+326.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 4.61% | 57.39%-52.8pp | 52.09%-47.5pp | 148.84%-144.2pp |
| Employer contribution / active EE | $23,000 | $4,565+403.9% | $4,109+459.8% | $4,248+441.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,209 | $18,825-61.7% | $16,047-55.1% | $14,480-50.2% |