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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 | $395,602 | $183,592+115.5% | $155,567+154.3% | $145,959+171.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 3.26% | 61.24%-58.0pp | 64.74%-61.5pp | 561.95%-558.7pp |
| Employer contribution / active EE | $11,250 | $5,315+111.7% | $4,674+140.7% | $4,661+141.4% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,395 | $19,318-92.8% | $15,916-91.2% | $13,398-89.6% |