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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 | $160,040+70.5% | $147,096+85.5% | $145,877+87.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.04% | 98.49%-94.5pp | 419.75%-415.7pp | 551.28%-547.2pp |
| Employer contribution / active EE | $15,677 | $5,289+196.4% | $4,936+217.6% | $4,663+236.2% |
| Participant deferral / active EE | $1,426 | $8,429-83.1% | $8,071-82.3% | $6,691-78.7% |
| Admin fee / account holder | $1,712 | $15,050-88.6% | $13,005-86.8% | $13,402-87.2% |