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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 | $315,273 | $159,934+97.1% | $147,005+114.5% | $145,959+116.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.05% | 98.24%-90.2pp | 418.76%-410.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $16,741 | $5,287+216.6% | $4,934+239.3% | $4,661+259.2% |
| Participant deferral / active EE | $1,643 | $8,427-80.5% | $8,070-79.6% | $6,689-75.4% |
| Admin fee / account holder | $100,374 | $15,053+566.8% | $13,006+671.7% | $13,398+649.2% |