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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 | $299,223 | $167,353+78.8% | $143,797+108.1% | $134,545+122.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -20.15% | 0.48%-20.6pp | -0.04%-20.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $7,252 | $5,620+29.0% | $4,952+46.4% | $4,742+53.0% |
| Participant deferral / active EE | $979 | $6,447-84.8% | $5,638-82.6% | $6,401-84.7% |
| Admin fee / account holder | $13,755 | $18,096-24.0% | $14,679-6.3% | $11,431+20.3% |