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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 | $272,875 | $160,070+70.5% | $147,117+85.5% | $145,897+87.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.04% | 98.69%-94.7pp | 420.54%-416.5pp | 552.29%-548.3pp |
| Employer contribution / active EE | $15,677 | $5,285+196.7% | $4,932+217.8% | $4,663+236.2% |
| Participant deferral / active EE | $1,426 | $8,419-83.1% | $8,065-82.3% | $6,689-78.7% |
| Admin fee / account holder | $1,712 | $15,035-88.6% | $12,993-86.8% | $13,390-87.2% |