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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 | $283,125 | $157,296+80.0% | $141,191+100.5% | $152,897+85.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 7.91% | 64.34%-56.4pp | 71.41%-63.5pp | 345.43%-337.5pp |
| Employer contribution / active EE | $14,113 | $5,262+168.2% | $4,736+198.0% | $4,764+196.3% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,645 | $12,125+86.8% | $10,264+120.6% | $11,599+95.2% |