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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 | $515,996 | $129,737+297.7% | $119,126+333.2% | $154,746+233.4% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 4.62% | 379.08%-374.5pp | 282.11%-277.5pp | 172.34%-167.7pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $285 | $5,842-95.1% | $5,318-94.6% | $6,730-95.8% |
| Admin fee / account holder | $25,999 | $11,961+117.4% | $10,693+143.1% | $14,365+81.0% |