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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 | $282,805 | $154,228+83.4% | $145,433+94.5% | $137,256+106.0% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 11.97% | 74.59%-62.6pp | 66.58%-54.6pp | 220.34%-208.4pp |
| Employer contribution / active EE | $982 | $4,804-79.6% | $4,554-78.4% | $4,156-76.4% |
| Participant deferral / active EE | $1,230 | $8,216-85.0% | $7,897-84.4% | $6,407-80.8% |
| Admin fee / account holder | $2,754 | $14,344-80.8% | $13,129-79.0% | $12,270-77.6% |