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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 | $175,212+110.4% | $149,682+146.3% | $139,427+164.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 6.78% | 166.63%-159.9pp | 134.35%-127.6pp | 373.27%-366.5pp |
| Employer contribution / active EE | $10,267 | $5,475+87.5% | $4,818+113.1% | $4,752+116.1% |
| Participant deferral / active EE | $0 | $6,520-100.0% | $5,681-100.0% | $6,711-100.0% |
| Admin fee / account holder | $25,684 | $16,150+59.0% | $13,210+94.4% | $11,404+125.2% |