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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 | $302,554 | $65,084+364.9% | $67,681+347.0% | $64,340+370.2% |
| Participation rate | 21.6% | 66.7%-45.2pp | 73.7%-52.2pp | 55.2%-33.7pp |
| Annual return | 10.16% | 20.50%-10.3pp | 590.58%-580.4pp | 24.14%-14.0pp |
| Employer contribution / active EE | $2,096 | $2,398-12.6% | $2,678-21.7% | $1,862+12.6% |
| Participant deferral / active EE | $1,065 | $3,210-66.8% | $3,976-73.2% | $2,980-64.3% |
| Admin fee / account holder | $39,657 | $1,415+2702.8% | $6,100+550.2% | $3,703+971.1% |