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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 | $51,606+503.8% | $129,339+140.9% | $80,911+285.1% |
| Participation rate | 3.8% | 57.0%-53.2pp | 69.6%-65.8pp | 67.6%-63.9pp |
| Annual return | 7.70% | 20.76%-13.1pp | 9437.05%-9429.3pp | 35.63%-27.9pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $106 | $2,669-96.0% | $4,170-97.4% | $4,297-97.5% |
| Admin fee / account holder | $47,586 | $4,310+1004.1% | $7,668+520.6% | $6,935+586.2% |