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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 | $372,013 | $78,520+373.8% | $96,576+285.2% | $82,448+351.2% |
| Participation rate | 64.0% | 77.7%-13.7pp | 81.4%-17.4pp | 68.1%-4.1pp |
| Annual return | 14.31% | 41.30%-27.0pp | 38.47%-24.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,360 | $2,630-48.3% | $3,553-61.7% | $2,551-46.7% |
| Participant deferral / active EE | $2,489 | $6,754-63.2% | $7,956-68.7% | $4,139-39.9% |
| Admin fee / account holder | $11,005 | $13,455-18.2% | $11,381-3.3% | $7,234+52.1% |