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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 | $696,721 | $124,425+460.0% | $112,040+521.8% | $137,256+407.6% |
| Participation rate | 25.0% | 79.3%-54.3pp | 76.5%-51.5pp | 80.0%-55.0pp |
| Annual return | 5.73% | 24.72%-19.0pp | 24.52%-18.8pp | 220.34%-214.6pp |
| Employer contribution / active EE | $930 | $3,411-72.7% | $2,954-68.5% | $4,156-77.6% |
| Participant deferral / active EE | $1,705 | $5,718-70.2% | $5,098-66.5% | $6,407-73.4% |
| Admin fee / account holder | $42,293 | $15,207+178.1% | $12,098+249.6% | $12,270+244.7% |