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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $303,143 | $88,710+241.7% | $81,783+270.7% | $145,959+107.7% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | 8.29% | 1027.26%-1019.0pp | 775.05%-766.8pp | 561.95%-553.7pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $9,583 | $4,645+106.3% | $4,320+121.8% | $6,689+43.3% |
| Admin fee / account holder | $1,495 | $8,407-82.2% | $7,380-79.7% | $13,398-88.8% |