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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 | $974,713 | $98,776+886.8% | $149,745+550.9% | $79,856+1120.6% |
| Participation rate | 5.1% | 75.8%-70.7pp | 82.5%-77.4pp | 69.6%-64.5pp |
| Annual return | 6.13% | 27.38%-21.3pp | 276.72%-270.6pp | 31.71%-25.6pp |
| Employer contribution / active EE | $2,428 | $3,217-24.5% | $4,646-47.7% | $2,471-1.8% |
| Participant deferral / active EE | $2,036 | $5,681-64.2% | $6,843-70.3% | $3,741-45.6% |
| Admin fee / account holder | $203,976 | $6,053+3270.0% | $9,312+2090.5% | $5,306+3743.9% |