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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 | $111,535+362.6% | $105,223+390.4% | $137,256+275.9% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 4.62% | 237.85%-233.2pp | 180.65%-176.0pp | 220.34%-215.7pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $285 | $5,500-94.8% | $5,072-94.4% | $6,407-95.6% |
| Admin fee / account holder | $25,999 | $9,721+167.4% | $8,859+193.5% | $12,270+111.9% |