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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 | $548,796 | $110,551+396.4% | $80,741+579.7% | $167,518+227.6% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 3.09% | 120.57%-117.5pp | 87.30%-84.2pp | 478.71%-475.6pp |
| Employer contribution / active EE | $9,000 | $1,543+483.4% | $1,160+675.8% | $4,838+86.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $37,617 | $4,547+727.3% | $3,380+1012.8% | $12,312+205.5% |