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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 | $653,453 | $150,447+334.3% | $136,298+379.4% | $147,586+342.8% |
| Participation rate | 33.3% | 84.4%-51.1pp | 81.9%-48.6pp | 82.8%-49.5pp |
| Annual return | 3.52% | 1049.15%-1045.6pp | 5156.27%-5152.7pp | 578.59%-575.1pp |
| Employer contribution / active EE | $10,996 | $5,256+109.2% | $4,696+134.2% | $4,876+125.5% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $959 | $10,906-91.2% | $9,244-89.6% | $10,886-91.2% |