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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 | $375,119 | $110,212+240.4% | $96,534+288.6% | $139,466+169.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 76.0%-16.0pp | 80.3%-20.3pp |
| Annual return | 7.41% | 26.42%-19.0pp | 25.88%-18.5pp | 373.66%-366.2pp |
| Employer contribution / active EE | $13,000 | $3,620+259.1% | $2,965+338.4% | $4,754+173.5% |
| Participant deferral / active EE | $0 | $5,547-100.0% | $4,851-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,071,501 | $11,599+17760.0% | $8,253+24999.5% | $11,409+18057.2% |