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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 | $65,072+365.0% | $66,439+355.4% | $65,306+363.3% |
| Participation rate | 21.6% | 69.1%-47.5pp | 74.5%-52.9pp | 57.7%-36.1pp |
| Annual return | 10.16% | 21.50%-11.3pp | 757.66%-747.5pp | 21.94%-11.8pp |
| Employer contribution / active EE | $2,096 | $2,475-15.3% | $2,637-20.5% | $1,967+6.6% |
| Participant deferral / active EE | $1,065 | $3,234-67.1% | $3,876-72.5% | $2,959-64.0% |
| Admin fee / account holder | $39,657 | $1,323+2897.3% | $6,173+542.4% | $3,480+1039.6% |