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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 | $589,701 | $87,166+576.5% | $76,735+668.5% | $137,256+329.6% |
| Participation rate | 28.6% | 74.4%-45.8pp | 69.5%-40.9pp | 80.0%-51.4pp |
| Annual return | 4.30% | 26.50%-22.2pp | 29.77%-25.5pp | 220.34%-216.0pp |
| Employer contribution / active EE | $497 | $2,904-82.9% | $2,454-79.8% | $4,156-88.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,263 | $8,403-61.2% | $7,189-54.6% | $12,270-73.4% |