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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 | $494,712 | $75,541+554.9% | $152,093+225.3% | $82,637+498.7% |
| Participation rate | 22.6% | 66.5%-44.0pp | 77.8%-55.2pp | 68.1%-45.5pp |
| Annual return | 6.84% | 32.56%-25.7pp | 66.36%-59.5pp | 53.51%-46.7pp |
| Employer contribution / active EE | $698 | $2,622-73.4% | $4,175-83.3% | $2,552-72.6% |
| Participant deferral / active EE | $658 | $3,206-79.5% | $5,451-87.9% | $4,126-84.0% |
| Admin fee / account holder | $11,453 | $6,405+78.8% | $14,497-21.0% | $7,339+56.1% |