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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 | $136,860+409.1% | $120,344+478.9% | $154,746+350.2% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | 5.73% | 21.38%-15.7pp | 20.30%-14.6pp | 172.34%-166.6pp |
| Employer contribution / active EE | $930 | $3,533-73.7% | $3,020-69.2% | $4,379-78.8% |
| Participant deferral / active EE | $1,705 | $5,793-70.6% | $5,135-66.8% | $6,730-74.7% |
| Admin fee / account holder | $42,293 | $15,393+174.8% | $12,742+231.9% | $14,365+194.4% |