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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 | $344,803 | $209,336+64.7% | $197,124+74.9% | $137,256+151.2% |
| Participation rate | 62.5% | 87.3%-24.8pp | 86.7%-24.2pp | 80.0%-17.5pp |
| Annual return | 7.12% | 48.09%-41.0pp | 44.34%-37.2pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,852 | $6,591-71.9% | $6,227-70.3% | $4,156-55.4% |
| Participant deferral / active EE | $2,938 | $9,614-69.4% | $9,135-67.8% | $6,407-54.2% |
| Admin fee / account holder | $4,028 | $17,308-76.7% | $16,298-75.3% | $12,270-67.2% |