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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $280,181 | $166,131+68.7% | $164,975+69.8% | $145,877+92.1% |
| Participation rate | 45.5% | 82.0%-36.6pp | 78.6%-33.2pp | 80.3%-34.8pp |
| Annual return | 7.93% | 100.37%-92.4pp | 70.12%-62.2pp | 551.28%-543.4pp |
| Employer contribution / active EE | $767 | $5,276-85.5% | $4,343-82.3% | $4,663-83.6% |
| Participant deferral / active EE | $3,853 | $6,962-44.7% | $6,033-36.1% | $6,691-42.4% |
| Admin fee / account holder | $2,277 | $16,648-86.3% | $12,688-82.1% | $13,402-83.0% |