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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 | $422,484 | $208,088+103.0% | $186,193+126.9% | $154,746+173.0% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.1%-22.6pp | 80.7%-26.2pp |
| Annual return | 7.63% | 89.97%-82.3pp | 78.03%-70.4pp | 172.34%-164.7pp |
| Employer contribution / active EE | $4,062 | $4,340-6.4% | $3,918+3.7% | $4,379-7.2% |
| Participant deferral / active EE | $545 | $7,078-92.3% | $6,513-91.6% | $6,730-91.9% |
| Admin fee / account holder | $269,791 | $11,698+2206.2% | $11,058+2339.8% | $14,365+1778.1% |