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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 | $256,109 | $106,749+139.9% | $145,433+76.1% | $82,448+210.6% |
| Participation rate | 48.1% | 75.6%-27.5pp | 82.1%-34.0pp | 68.1%-19.9pp |
| Annual return | 9.86% | 27.59%-17.7pp | 66.58%-56.7pp | 41.64%-31.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,899 | $6,519-70.9% | $7,897-76.0% | $4,139-54.1% |
| Admin fee / account holder | $5,702 | $8,390-32.0% | $13,129-56.6% | $7,234-21.2% |