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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 | $311,583 | $51,642+503.3% | $129,384+140.8% | $80,935+285.0% |
| Participation rate | 3.8% | 56.9%-53.1pp | 69.6%-65.8pp | 67.7%-63.9pp |
| Annual return | 7.70% | 20.78%-13.1pp | 9461.77%-9454.1pp | 35.66%-28.0pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $106 | $2,670-96.0% | $4,166-97.4% | $4,299-97.5% |
| Admin fee / account holder | $47,586 | $4,312+1003.7% | $7,686+519.2% | $6,924+587.2% |