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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 | $297,678 | $183,988+61.8% | $162,177+83.6% | $152,897+94.7% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.5%-32.5pp |
| Annual return | 5.51% | 150.79%-145.3pp | 115.60%-110.1pp | 345.43%-339.9pp |
| Employer contribution / active EE | $6,081 | $6,370-4.5% | $5,613+8.3% | $4,764+27.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8,754 | $13,123-33.3% | $10,843-19.3% | $11,599-24.5% |