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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 | $776,981 | $149,040+421.3% | $120,225+546.3% | $137,256+466.1% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 10.04% | 605.68%-595.6pp | 439.23%-429.2pp | 220.34%-210.3pp |
| Employer contribution / active EE | $20,697 | $4,350+375.8% | $3,475+495.5% | $4,156+398.0% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,997 | $6,348+104.8% | $5,696+128.2% | $12,270+5.9% |