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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 | $411,816 | $172,111+139.3% | $150,298+174.0% | $137,256+200.0% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 6.95% | 69.37%-62.4pp | 62.79%-55.8pp | 220.34%-213.4pp |
| Employer contribution / active EE | $3,125 | $4,636-32.6% | $4,154-24.8% | $4,156-24.8% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,750 | $16,471-46.9% | $14,116-38.0% | $12,270-28.7% |