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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 | $1,316,756 | $212,386+520.0% | $199,883+558.8% | $138,895+848.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 4.96% | 47.75%-42.8pp | 43.81%-38.9pp | 145.39%-140.4pp |
| Employer contribution / active EE | $13,746 | $6,625+107.5% | $6,261+119.5% | $4,194+227.7% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $594 | $18,233-96.7% | $17,268-96.6% | $12,562-95.3% |