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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 | $1,009,279 | $89,370+1029.3% | $141,197+614.8% | $72,976+1283.0% |
| Participation rate | 18.2% | 75.1%-56.9pp | 82.5%-64.3pp | 69.5%-51.3pp |
| Annual return | 0.47% | 111.88%-111.4pp | 71.41%-70.9pp | 81.02%-80.5pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,636 | $5,419-69.8% | $6,710-75.6% | $3,608-54.6% |
| Admin fee / account holder | $1,735 | $5,957-70.9% | $10,265-83.1% | $5,124-66.1% |