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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 | $522,784 | $72,269+623.4% | $101,271+416.2% | $79,852+554.7% |
| Participation rate | 16.7% | 68.5%-51.8pp | 75.8%-59.1pp | 69.6%-53.0pp |
| Annual return | 4.28% | 22.29%-18.0pp | 46.48%-42.2pp | 31.72%-27.4pp |
| Employer contribution / active EE | $4,334 | $2,692+61.0% | $3,660+18.4% | $2,471+75.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,464 | $4,401+24.2% | $5,948-8.1% | $5,306+3.0% |