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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 | $521,244 | $65,361+697.5% | $92,903+461.1% | $72,983+614.2% |
| Participation rate | 17.2% | 68.3%-51.1pp | 76.0%-58.8pp | 69.5%-52.3pp |
| Annual return | 1.39% | 42.11%-40.7pp | 109.43%-108.0pp | 81.01%-79.6pp |
| Employer contribution / active EE | $4,958 | $2,594+91.1% | $3,653+35.7% | $2,440+103.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $104,486 | $4,251+2357.9% | $5,795+1703.1% | $5,124+1939.1% |