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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 | $1,394,108 | $211,105+560.4% | $178,449+681.2% | $145,978+855.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | -0.99% | 30.19%-31.2pp | 27.09%-28.1pp | 550.52%-551.5pp |
| Employer contribution / active EE | $34,500 | $4,569+655.2% | $3,951+773.3% | $4,662+640.1% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,277-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,274 | $12,017+43.7% | $10,362+66.7% | $13,400+28.9% |