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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 | $390,054 | $172,111+126.6% | $150,298+159.5% | $137,256+184.2% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 9.23% | 69.37%-60.1pp | 62.79%-53.6pp | 220.34%-211.1pp |
| Employer contribution / active EE | $10,980 | $4,636+136.8% | $4,154+164.3% | $4,156+164.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,265 | $16,471-25.5% | $14,116-13.1% | $12,2700% |