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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 | $498,372 | $162,136+207.4% | $152,301+227.2% | $154,746+222.1% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 10.86% | 91.02%-80.2pp | 80.50%-69.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $1,932 | $4,890-60.5% | $4,624-58.2% | $4,379-55.9% |
| Participant deferral / active EE | $660 | $8,341-92.1% | $8,004-91.8% | $6,730-90.2% |
| Admin fee / account holder | $23,333 | $15,759+48.1% | $14,398+62.1% | $14,365+62.4% |