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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 | $334,175 | $154,228+116.7% | $145,433+129.8% | $137,256+143.5% |
| Participation rate | 23.5% | 83.8%-60.3pp | 82.1%-58.6pp | 80.0%-56.4pp |
| Annual return | 12.00% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,067 | $8,216-87.0% | $7,897-86.5% | $6,407-83.3% |
| Admin fee / account holder | $99,305 | $14,344+592.3% | $13,129+656.4% | $12,270+709.3% |