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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 | $931,171 | $156,398+495.4% | $147,318+532.1% | $138,895+570.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.42% | 78.75%-67.3pp | 70.43%-59.0pp | 145.39%-134.0pp |
| Employer contribution / active EE | $1,413 | $4,853-70.9% | $4,593-69.2% | $4,194-66.3% |
| Participant deferral / active EE | $1,766 | $8,237-78.6% | $7,906-77.7% | $6,396-72.4% |
| Admin fee / account holder | $26,983 | $14,976+80.2% | $13,708+96.8% | $12,562+114.8% |