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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 | $1,090,831 | $100,970+980.4% | $96,576+1029.5% | $137,256+694.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 9.73% | 38.16%-28.4pp | 38.47%-28.7pp | 220.34%-210.6pp |
| Employer contribution / active EE | $6,926 | $3,809+81.8% | $3,553+94.9% | $4,156+66.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $7,917 | $11,312-30.0% | $11,381-30.4% | $12,270-35.5% |