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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 | $299,241 | $160,040+87.0% | $147,096+103.4% | $145,877+105.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.26% | 98.49%-90.2pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,243 | $5,289-76.5% | $4,936-74.8% | $4,663-73.3% |
| Participant deferral / active EE | $1,257 | $8,429-85.1% | $8,071-84.4% | $6,691-81.2% |
| Admin fee / account holder | $4,001 | $15,050-73.4% | $13,005-69.2% | $13,402-70.2% |