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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 | $295,891 | $111,535+165.3% | $105,223+181.2% | $137,256+115.6% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 10.86% | 237.85%-227.0pp | 180.65%-169.8pp | 220.34%-209.5pp |
| Employer contribution / active EE | $7,436 | $3,939+88.8% | $3,689+101.6% | $4,156+78.9% |
| Participant deferral / active EE | $355 | $5,500-93.5% | $5,072-93.0% | $6,407-94.5% |
| Admin fee / account holder | $2,735 | $9,721-71.9% | $8,859-69.1% | $12,270-77.7% |