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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 | $343,297 | $172,111+99.5% | $150,298+128.4% | $137,256+150.1% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 1.75% | 69.37%-67.6pp | 62.79%-61.0pp | 220.34%-218.6pp |
| Employer contribution / active EE | $1,473 | $4,636-68.2% | $4,154-64.5% | $4,156-64.5% |
| Participant deferral / active EE | $1,478 | $6,166-76.0% | $5,453-72.9% | $6,407-76.9% |
| Admin fee / account holder | $2,324 | $16,471-85.9% | $14,116-83.5% | $12,270-81.1% |