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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 | $590,246 | $142,430+314.4% | $115,170+412.5% | $152,897+286.0% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.5%-82.5pp |
| Annual return | 3.84% | 41.48%-37.6pp | 35.60%-31.8pp | 345.43%-341.6pp |
| Employer contribution / active EE | $4,179 | $4,011+4.2% | $3,179+31.4% | $4,764-12.3% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $18,335 | $8,464+116.6% | $7,089+158.7% | $11,599+58.1% |