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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 | $114,119+159.3% | $107,187+176.1% | $138,895+113.0% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 79.9%-22.8pp |
| Annual return | 10.86% | 273.21%-262.3pp | 204.55%-193.7pp | 145.39%-134.5pp |
| Employer contribution / active EE | $7,436 | $4,059+83.2% | $3,782+96.6% | $4,194+77.3% |
| Participant deferral / active EE | $355 | $5,538-93.6% | $5,096-93.0% | $6,396-94.4% |
| Admin fee / account holder | $2,735 | $10,024-72.7% | $9,162-70.1% | $12,562-78.2% |