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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 | $373,074 | $157,296+137.2% | $141,191+164.2% | $152,897+144.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 4.15% | 64.34%-60.2pp | 71.41%-67.3pp | 345.43%-341.3pp |
| Employer contribution / active EE | $9,177 | $5,262+74.4% | $4,736+93.8% | $4,764+92.6% |
| Participant deferral / active EE | $1,839 | $7,111-74.1% | $6,710-72.6% | $5,851-68.6% |
| Admin fee / account holder | $1,042 | $12,125-91.4% | $10,264-89.8% | $11,599-91.0% |