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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 | $312,386 | $106,267+194.0% | $96,520+223.7% | $139,456+124.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 4.48% | 38.45%-34.0pp | 35.72%-31.2pp | 373.45%-369.0pp |
| Employer contribution / active EE | $7,434 | $4,105+81.1% | $3,739+98.9% | $4,753+56.4% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $122,735 | $7,882+1457.1% | $6,733+1722.9% | $11,407+976.0% |