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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 | $3,278,481 | $162,529+1917.2% | $130,788+2406.7% | $154,746+2018.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 6.41% | 510.48%-504.1pp | 386.44%-380.0pp | 172.34%-165.9pp |
| Employer contribution / active EE | $16,667 | $4,447+274.7% | $3,558+368.4% | $4,379+280.6% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $52,621 | $7,669+586.1% | $6,673+688.6% | $14,365+266.3% |