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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 | $311,588 | $81,457+282.5% | $103,378+201.4% | $80,911+285.1% |
| Participation rate | 68.5% | 66.8%+1.7pp | 74.5%-6.0pp | 67.6%+0.9pp |
| Annual return | 8.59% | 25.58%-17.0pp | 24.91%-16.3pp | 35.63%-27.0pp |
| Employer contribution / active EE | $24,681 | $3,107+694.3% | $3,870+537.7% | $2,756+795.6% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $89,332 | $6,717+1230.0% | $8,401+963.4% | $6,935+1188.2% |