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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 | $665,451 | $201,344+230.5% | $184,243+261.2% | $145,877+356.2% |
| Participation rate | 62.5% | 87.5%-25.0pp | 86.8%-24.3pp | 80.3%-17.8pp |
| Annual return | 8.47% | 29.01%-20.5pp | 28.82%-20.3pp | 551.28%-542.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $808 | $9,807-91.8% | $9,132-91.2% | $6,691-87.9% |
| Admin fee / account holder | $1,093,052 | $16,382+6572.3% | $13,914+7756.0% | $13,402+8055.8% |