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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 | $325,623 | $100,970+222.5% | $96,576+237.2% | $137,256+137.2% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 10.79% | 38.16%-27.4pp | 38.47%-27.7pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,375 | $3,809-37.7% | $3,553-33.2% | $4,156-42.9% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20,207 | $11,312+78.6% | $11,381+77.5% | $12,270+64.7% |