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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 | $318,718 | $156,398+103.8% | $147,318+116.3% | $138,895+129.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 5.97% | 78.75%-72.8pp | 70.43%-64.5pp | 145.39%-139.4pp |
| Employer contribution / active EE | $12,200 | $4,853+151.4% | $4,593+165.6% | $4,194+190.9% |
| Participant deferral / active EE | $2,200 | $8,237-73.3% | $7,906-72.2% | $6,396-65.6% |
| Admin fee / account holder | $668,147 | $14,976+4361.5% | $13,708+4774.3% | $12,562+5218.7% |