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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 | $338,842 | $211,288+60.4% | $178,540+89.8% | $145,884+132.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.48% | 30.27%-22.8pp | 27.15%-19.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $900 | $4,574-80.3% | $3,953-77.2% | $4,662-80.7% |
| Participant deferral / active EE | $841 | $6,967-87.9% | $6,281-86.6% | $6,690-87.4% |
| Admin fee / account holder | $284,551 | $12,105+2250.6% | $10,424+2629.7% | $13,392+2024.8% |