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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 | $732,558 | $183,516+299.2% | $155,534+371.0% | $145,884+402.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.75% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.1pp |
| Employer contribution / active EE | $10,800 | $5,315+103.2% | $4,675+131.0% | $4,662+131.6% |
| Participant deferral / active EE | $1,003 | $6,467-84.5% | $5,630-82.2% | $6,690-85.0% |
| Admin fee / account holder | $11,827 | $19,293-38.7% | $15,900-25.6% | $13,392-11.7% |