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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 | $367,439 | $98,776+272.0% | $149,745+145.4% | $79,856+360.1% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.6%-0.7pp |
| Annual return | 10.22% | 27.38%-17.2pp | 276.72%-266.5pp | 31.71%-21.5pp |
| Employer contribution / active EE | $17,542 | $3,217+445.2% | $4,646+277.6% | $2,471+609.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,016 | $6,053-33.7% | $9,312-56.9% | $5,306-24.3% |