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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 | $3,818,055 | $104,251+3562.4% | $91,004+4095.5% | $147,586+2487.0% |
| Participation rate | 4.5% | 78.2%-73.7pp | 75.6%-71.1pp | 82.8%-78.3pp |
| Annual return | 1.86% | 27.06%-25.2pp | 4.60%-2.7pp | 578.59%-576.7pp |
| Employer contribution / active EE | $7,644 | $3,116+145.3% | $2,456+211.3% | $4,876+56.7% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $65,127 | $8,948+627.8% | $5,417+1102.2% | $10,886+498.3% |