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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 | $373,716 | $174,379+114.3% | $152,093+145.7% | $138,895+169.1% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 6.12% | 74.86%-68.7pp | 66.36%-60.2pp | 145.39%-139.3pp |
| Employer contribution / active EE | $10,009 | $4,652+115.2% | $4,175+139.7% | $4,194+138.6% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $160,978 | $16,880+853.7% | $14,497+1010.5% | $12,562+1181.5% |