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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 | $574,809 | $227,291+152.9% | $214,702+167.7% | $155,188+270.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 87.5%-37.5pp | 80.8%-30.8pp |
| Annual return | 8.93% | 60.08%-51.1pp | 54.55%-45.6pp | 148.84%-139.9pp |
| Employer contribution / active EE | $2,500 | $6,772-63.1% | $6,461-61.3% | $4,248-41.1% |
| Participant deferral / active EE | $2,500 | $9,582-73.9% | $9,147-72.7% | $6,531-61.7% |
| Admin fee / account holder | $1,014 | $20,413-95.0% | $19,830-94.9% | $14,480-93.0% |