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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 | $419,396 | $58,311+619.2% | $81,882+412.2% | $80,959+418.0% |
| Participation rate | 1.4% | 63.5%-62.1pp | 72.4%-71.0pp | 67.7%-66.3pp |
| Annual return | 10.52% | 41.85%-31.3pp | 779.47%-769.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $274 | $3,287-91.7% | $4,323-93.7% | $4,300-93.6% |
| Admin fee / account holder | $6,280 | $4,752+32.2% | $7,360-14.7% | $6,925-9.3% |