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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 | $149,040+2099.7% | $120,225+2627.0% | $137,256+2288.6% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 6.41% | 605.68%-599.3pp | 439.23%-432.8pp | 220.34%-213.9pp |
| Employer contribution / active EE | $16,667 | $4,350+283.1% | $3,475+379.6% | $4,156+301.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $52,621 | $6,348+729.0% | $5,696+823.8% | $12,270+328.8% |