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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 | $333,923 | $88,754+276.2% | $81,820+308.1% | $145,877+128.9% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 6.75% | 1031.77%-1025.0pp | 777.93%-771.2pp | 551.28%-544.5pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $86 | $4,648-98.2% | $4,323-98.0% | $6,691-98.7% |
| Admin fee / account holder | $757 | $8,424-91.0% | $7,391-89.8% | $13,402-94.4% |