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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 | $666,255 | $226,135+194.6% | $182,558+265.0% | $152,909+335.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 6.04% | 192.60%-186.6pp | 148.59%-142.5pp | 345.46%-339.4pp |
| Employer contribution / active EE | $11,333 | $4,979+127.6% | $4,076+178.0% | $4,764+137.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $33,483 | $10,707+212.7% | $8,594+289.6% | $11,601+188.6% |