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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 | $1,035,610 | $165,381+526.2% | $149,730+591.7% | $158,966+551.5% |
| Participation rate | 25.0% | 84.6%-59.6pp | 82.5%-57.5pp | 82.0%-57.0pp |
| Annual return | 5.70% | 348.29%-342.6pp | 276.70%-271.0pp | 302.95%-297.2pp |
| Employer contribution / active EE | $1,441 | $5,104-71.8% | $4,645-69.0% | $4,762-69.8% |
| Participant deferral / active EE | $1,801 | $7,182-74.9% | $6,843-73.7% | $5,983-69.9% |
| Admin fee / account holder | $11,259 | $10,809+4.2% | $9,310+20.9% | $11,250+0.1% |