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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 | $258,533 | $111,830+131.2% | $93,696+175.9% | $145,884+77.2% |
| Participation rate | 22.2% | 74.2%-52.0pp | 68.7%-46.5pp | 80.3%-58.1pp |
| Annual return | 7.72% | 204.08%-196.4pp | 133.74%-126.0pp | 551.85%-544.1pp |
| Employer contribution / active EE | $553 | $3,093-82.1% | $2,422-77.2% | $4,662-88.1% |
| Participant deferral / active EE | $829 | $4,920-83.1% | $4,417-81.2% | $6,690-87.6% |
| Admin fee / account holder | $46,342 | $10,249+352.2% | $8,287+459.2% | $13,392+246.0% |