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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 | $1,026,247 | $183,539+459.1% | $155,556+559.7% | $145,897+603.4% |
| Participation rate | 15.8% | 82.7%-66.9pp | 78.2%-62.4pp | 80.3%-64.5pp |
| Annual return | 8.03% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,045 | $5,315-80.3% | $4,675-77.7% | $4,663-77.6% |
| Participant deferral / active EE | $1,090 | $6,467-83.2% | $5,631-80.6% | $6,689-83.7% |
| Admin fee / account holder | $1,504,330 | $19,275+7704.7% | $15,885+9370.2% | $13,390+11134.4% |