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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 | $1,491,104 | $228,352+553.0% | $185,827+702.4% | $158,950+838.1% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 1.27% | 40.81%-39.5pp | 35.96%-34.7pp | 302.91%-301.6pp |
| Employer contribution / active EE | $10,000 | $4,967+101.3% | $4,087+144.7% | $4,762+110.0% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $330,000 | $11,867+2680.9% | $9,502+3373.1% | $11,248+2833.8% |