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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 | $352,707 | $81,331+333.7% | $155,534+126.8% | $80,935+335.8% |
| Participation rate | 25.7% | 66.3%-40.5pp | 78.2%-52.5pp | 67.7%-41.9pp |
| Annual return | 4.96% | 33.37%-28.4pp | 64.92%-60.0pp | 35.66%-30.7pp |
| Employer contribution / active EE | $1,524 | $3,105-50.9% | $4,675-67.4% | $2,757-44.7% |
| Participant deferral / active EE | $804 | $3,454-76.7% | $5,630-85.7% | $4,299-81.3% |
| Admin fee / account holder | $5,139 | $7,999-35.8% | $15,900-67.7% | $6,924-25.8% |