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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $361,591 | $169,356+113.5% | $129,406+179.4% | $145,897+147.8% |
| Participation rate | 8.3% | 76.5%-68.2pp | 69.6%-61.3pp | 80.3%-72.0pp |
| Annual return | 5.38% | 14418.62%-14413.2pp | 9468.18%-9462.8pp | 552.29%-546.9pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,229 | $4,987-55.3% | $4,167-46.5% | $6,689-66.7% |
| Admin fee / account holder | $913 | $9,915-90.8% | $7,689-88.1% | $13,390-93.2% |