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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 | $939,568 | $202,342+364.3% | $172,753+443.9% | $152,909+514.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 1.65% | 1029.88%-1028.2pp | 803.00%-801.3pp | 345.46%-343.8pp |
| Employer contribution / active EE | $5,000 | $5,857-14.6% | $5,144-2.8% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $601 | $17,112-96.5% | $13,956-95.7% | $11,601-94.8% |