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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 | $973,611 | $157,276+519.0% | $141,177+589.6% | $152,885+536.8% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.5%-57.5pp |
| Annual return | 8.91% | 64.33%-55.4pp | 71.40%-62.5pp | 345.39%-336.5pp |
| Employer contribution / active EE | $1,400 | $5,262-73.4% | $4,736-70.4% | $4,763-70.6% |
| Participant deferral / active EE | $1,750 | $7,110-75.4% | $6,710-73.9% | $5,851-70.1% |
| Admin fee / account holder | $9,719 | $12,123-19.8% | $10,263-5.3% | $11,598-16.2% |