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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 | $223,823+156.8% | $211,142+172.2% | $154,746+271.5% |
| Participation rate | 50.0% | 87.9%-37.9pp | 87.3%-37.3pp | 80.7%-30.7pp |
| Annual return | 8.93% | 50.39%-41.5pp | 46.84%-37.9pp | 172.34%-163.4pp |
| Employer contribution / active EE | $2,500 | $6,787-63.2% | $6,442-61.2% | $4,379-42.9% |
| Participant deferral / active EE | $2,500 | $9,750-74.4% | $9,284-73.1% | $6,730-62.9% |
| Admin fee / account holder | $1,014 | $19,707-94.9% | $19,076-94.7% | $14,365-92.9% |