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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 | $931,936 | $181,062+414.7% | $158,223+489.0% | $155,188+500.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 4.09% | 57.39%-53.3pp | 52.09%-48.0pp | 148.84%-144.7pp |
| Employer contribution / active EE | $3,719 | $4,565-18.5% | $4,109-9.5% | $4,248-12.5% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $87,625 | $18,825+365.5% | $16,047+446.0% | $14,480+505.2% |