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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 | $211,239+60.4% | $178,528+89.8% | $145,877+132.3% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 7.48% | 30.22%-22.7pp | 27.11%-19.6pp | 551.28%-543.8pp |
| Employer contribution / active EE | $900 | $4,570-80.3% | $3,950-77.2% | $4,663-80.7% |
| Participant deferral / active EE | $841 | $6,963-87.9% | $6,278-86.6% | $6,691-87.4% |
| Admin fee / account holder | $284,551 | $12,095+2252.7% | $10,419+2631.1% | $13,402+2023.2% |