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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 | $517,312 | $99,345+420.7% | $84,753+510.4% | $273,972+88.8% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 0.01% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.4pp |
| Employer contribution / active EE | $15,633 | $4,214+271.0% | $3,574+337.4% | $4,869+221.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,582 | $6,645-16.0% | $5,333+4.7% | $10,133-44.9% |