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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 | $2,070,537 | $217,432+852.3% | $185,851+1014.1% | $167,553+1135.7% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 8.28% | 148.43%-140.2pp | 122.11%-113.8pp | 478.89%-470.6pp |
| Employer contribution / active EE | $28,500 | $5,874+385.1% | $5,168+451.4% | $4,840+488.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,074 | $19,820-59.3% | $16,245-50.3% | $12,316-34.4% |