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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 | $445,719 | $160,070+178.5% | $147,117+203.0% | $145,897+205.5% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 8.38% | 98.69%-90.3pp | 420.54%-412.2pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,371 | $5,285-74.0% | $4,932-72.2% | $4,663-70.6% |
| Participant deferral / active EE | $1,891 | $8,419-77.5% | $8,065-76.6% | $6,689-71.7% |
| Admin fee / account holder | $5,388 | $15,035-64.2% | $12,993-58.5% | $13,390-59.8% |