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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 | $636,537 | $232,540+173.7% | $185,117+243.9% | $147,586+331.3% |
| Participation rate | 66.7% | 82.4%-15.7pp | 77.3%-10.6pp | 82.8%-16.2pp |
| Annual return | 1.22% | 43.03%-41.8pp | 40.50%-39.3pp | 578.59%-577.4pp |
| Employer contribution / active EE | $3,083 | $5,195-40.7% | $4,182-26.3% | $4,876-36.8% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $36,259 | $10,275+252.9% | $8,159+344.4% | $10,886+233.1% |