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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 | $253,566 | $148,629+70.6% | $135,982+86.5% | $139,487+81.8% |
| Participation rate | 13.6% | 83.9%-70.2pp | 81.9%-68.3pp | 80.3%-66.7pp |
| Annual return | 11.10% | 79.33%-68.2pp | 68.32%-57.2pp | 373.84%-362.7pp |
| Employer contribution / active EE | $1,107 | $5,247-78.9% | $4,859-77.2% | $4,755-76.7% |
| Participant deferral / active EE | $1,762 | $8,102-78.3% | $7,760-77.3% | $6,713-73.8% |
| Admin fee / account holder | $2,144 | $12,406-82.7% | $10,767-80.1% | $11,407-81.2% |