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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 | $316,324 | $160,028+97.7% | $147,080+115.1% | $145,884+116.8% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 7.84% | 98.60%-90.8pp | 420.17%-412.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $3,392 | $5,286-35.8% | $4,933-31.2% | $4,662-27.2% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $36,986 | $15,030+146.1% | $12,989+184.8% | $13,392+176.2% |