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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 | $361,075 | $124,425+190.2% | $112,040+222.3% | $137,256+163.1% |
| Participation rate | 30.0% | 79.3%-49.3pp | 76.5%-46.5pp | 80.0%-50.0pp |
| Annual return | 4.14% | 24.72%-20.6pp | 24.52%-20.4pp | 220.34%-216.2pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $998 | $5,718-82.6% | $5,098-80.4% | $6,407-84.4% |
| Admin fee / account holder | $12,137 | $15,207-20.2% | $12,098+0.3% | $12,270-1.1% |