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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 | $3,787,638 | $172,111+2100.7% | $150,298+2420.1% | $137,256+2659.5% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 7.65% | 69.37%-61.7pp | 62.79%-55.1pp | 220.34%-212.7pp |
| Employer contribution / active EE | $20,629 | $4,636+345.0% | $4,154+396.6% | $4,156+396.4% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $167,640 | $16,471+917.8% | $14,116+1087.6% | $12,270+1266.2% |