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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 | $1,565,710 | $160,070+878.1% | $147,117+964.3% | $145,897+973.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.14% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,329 | $5,285-74.9% | $4,932-73.1% | $4,663-71.5% |
| Participant deferral / active EE | $129 | $8,419-98.5% | $8,065-98.4% | $6,689-98.1% |
| Admin fee / account holder | $602,502 | $15,035+3907.3% | $12,993+4537.2% | $13,390+4399.5% |