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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 | $368,598 | $175,259+110.3% | $149,723+146.2% | $139,487+164.3% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.78% | 166.82%-160.0pp | 134.50%-127.7pp | 373.84%-367.1pp |
| Employer contribution / active EE | $10,267 | $5,478+87.4% | $4,821+112.9% | $4,755+115.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $25,684 | $16,158+59.0% | $13,215+94.4% | $11,407+125.2% |