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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $262,461 | $160,028+64.0% | $147,080+78.4% | $145,884+79.9% |
| Participation rate | 10.0% | 84.0%-74.0pp | 82.2%-72.2pp | 80.3%-70.3pp |
| Annual return | 7.72% | 98.60%-90.9pp | 420.17%-412.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,738 | $8,422-67.5% | $8,066-66.1% | $6,690-59.1% |
| Admin fee / account holder | $11,199 | $15,030-25.5% | $12,989-13.8% | $13,392-16.4% |